Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Capital Ideas
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Firm-wide stats for Capital Ideas
About
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.
Based on Capital Ideas
Location
12720 Hillcrest Rd, Suite 910
Dallas TX 75230
Advisors at this office
3
Advisors at this office
Andrew K
CFA®, Series 63
Dallas, TX
Capital Ideas
Andrew Kerai is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He has worked at RiverNorth Capital Management, LLC for seven years and has been with Capital Ideas and Bearing Financial Advisors, LLC since 2022. Outside of his advisory roles, Kerai is a managing partner at Alpha Capital Dallas LLC, a member of the Forbes Finance Council, and an instructor for the CFA program. Capital Ideas serves high-net-worth individuals, families, trusts, and institutional clients with discretionary portfolio management and subadvisory services. The firm uses a combination of fundamental and technical analysis, proprietary trading models, and outside research, including AI, to construct and monitor tailored investment portfolios.
Karen B
Series 63
Dallas, TX
Capital Ideas
Karen Burns is a financial advisor with Capital Ideas in Dallas, TX, holding a Series 63 designation and 31 years of industry experience. She has worked at Capital Ideas since 1995 and has held roles at Alliance Financial Group, Rhodes Securities, and Bearing Financial Advisors. Burns is also a minority owner of Alpha Capital Dallas LLC. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, and other entities, offering custom portfolios that include stocks, bonds, options, ETFs, and mutual funds. The firm integrates fundamental and technical analysis with proprietary trading models, provides ongoing due diligence on third-party managers, and delivers model portfolios and subadvisory services to other registered investment advisers.
Clifford B
CFP®, Series 63
Dallas, TX
Capital Ideas
Clifford Brott Jr. is a CFP® with 54 years of experience in the financial industry. He has been with Capital Ideas since 1995 and also worked at Alliance Financial Group, Inc. and Rhodes Securities, Inc. Brott serves as a board member for the Network of Community Ministries, a social services organization in Richardson, Texas. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, and retirement plans, utilizing a combination of fundamental and technical analysis along with proprietary trading models. The firm also offers third-party manager selection, model portfolios, and subadvisory services to other registered investment advisers.
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