A complete list of active advisors currently associated with Capital Ideas

Warmer can help you find a great advisor at Capital Ideas or one who fits your needs even better.

Capital Ideas serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, endowments, foundations and retirement plans, managing approximately $336.2 million in client assets with a five-advisor team and a stated $500,000 account minimum (exceptions permitted). The firm’s written brochure lists portfolio management, commission-based discretionary trading, and subadvisory services as its primary offerings. The firm manages discretionary portfolios using a mix of fundamental and technical analysis, charting, proprietary trading models and outside research sources (including AI), and may construct focused or concentrated allocations across equities, fixed income and alternative investments with periodic rebalancing. Clients receive quarterly performance reports and optional face-to-face meetings, and the firm describes a process of ongoing monitoring and custom reporting to support estate and tax planning. Capital Ideas provides an Infrastructure PLUS subadvisory strategy and supplies model portfolio weightings to other registered investment advisers, and it is affiliated with another RIA (Bearing Financial Advisors) through common ownership—features that distinguish its business relationships from many peer teams. The brochure also discloses that several advisory agents are dually registered with a broker-dealer (Rhodes Securities), that some accounts may be managed on a commission basis with no management fee or firm performance reporting, and that the firm employs a Certified Financial Planner who assists with estate and tax planning despite financial planning not being listed as a standalone advisory service.

To learn more about the advisors currently working at Capital Ideas, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.