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- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 04-22-1998
- Office Locations
- 3
Office Locations
About Capital Ideas
Capital Ideas is an independent, SEC-registered investment advisor (since 1984) providing tailored portfolio management and advisory services. The firm runs customized equity, fixed income, and balanced portfolios, an Infrastructure PLUS equity strategy blending infrastructure with technology themes, and yield-focused income solutions. It also supports family offices, foundations, and other institutions; Chairman Andrew Kerai is a Forbes Finance Council member.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CLIFFORD JOHN BROTT JR
Chairman Emeritus
- CRD
- #31829
- Ownership
- Less than 5%
KAREN RAYBURN BURNS
Chief Compliance Officer, President
- CRD
- #2482528
- Ownership
- Less than 5%
Pathway insight
Vector wave foundation
- CRD
- #25941
- Ownership
- 42.1%
Showing 2 of 3 owners & executives
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John David Edwards
--
- CRD
- #2672032
James David Jacobson
Director, Managing Member
- CRD
- #5819962
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $334,219,797 | $1,261,207 |
| Non-Discretionary | $1,951,966 | $390,393 |
| Total | $336,171,763 | $1,245,081 |
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Separately Managed Accounts
Total SMA Asset: $336,171,763
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $525,579,365 | 18.1% |
| Cash | $676,574,542 | 23.3% |
| Corporate - Investment Grade | $421,044,243 | 14.5% |
| Municipal Bonds | $847,895,993 | 29.2% |
| Public Funds | $432,659,256 | 14.9% |
| Total | $2,903,753,399 | 100.0% |