Independent Financial Advisors

About

Services

Portfolio Design

☎ (214) 750-4400

Independent Financial Advisors

About

Services

Portfolio Design

☎ (214) 750-4400

Form ADV

Form ADV

Cap-Ideas-ADV-Part2A

Cap-Ideas-ADV-Part2B

Independent Financial Advisors

home | disclaimer | privacy policy | form ADV | form CRS

phone: (214) 750-4400 | fax: (214) 466-1990
contact@cap-ideas.com
Hillcrest Tower
12720 Hillcrest Rd.
Suite 910
Dallas, Texas 75230

Capital Ideas, Inc. (CI) is a Dallas investment advisory firm founded in 1984 committed to managing the assets of individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans.