Capital Ideas

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

12720 Hillcrest Rd Ste 910, Dallas, Texa...

Phone Number

(214) 750-4400

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Capital Ideas

Capital Ideas is an independent financial advisory firm that has been providing personalized investment strategies since 1984. They offer tailored portfolio management solutions, including specialized investment approaches for diverse financial goals and risk profiles. Their services cater to individual clients as well as family offices and institutional clients, focusing on preserving wealth and adapting to market conditions. With over 40 years of experience, Capital Ideas is committed to delivering professional excellence and deep investment expertise.Explore more
Capital Ideas's Social MediaPopular SearchesCapital Ideas IncCapital IdeasCapital Ideas inSIC Code 62,628NAICS Code 52,523Show more

Capital Ideas Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Ideas

$5.7M
11-50
Private
-
1984
<$5M
1-10
Private
-
2009
DM
Dana MahoneyManager, Client Services
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
1998
MS
Michele ScottAdministrative Assistant
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Company Profile Activity

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Activity Insights

Capital Ideas is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Ideas is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Ideas.

Capital Ideas Tech Stack

A closer look at the technologies used by Capital Ideas

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Frequently Asked Questions Regarding Capital Ideas

What is Capital Ideas's official website?
Capital Ideas's official website is www.cap-ideas.com
What is Capital Ideas's Revenue?
Capital Ideas's revenue is $5.7 Million
What is Capital Ideas's SIC code?
Capital Ideas's SIC: 62,628
What is Capital Ideas's NAICS code?
Capital Ideas's NAICS: 52,523
How many employees does Capital Ideas have?
Capital Ideas has 11-50 employees
What industry does Capital Ideas belong to?
Capital Ideas is in the industry of: Finance, Securities Trading
What is Capital Ideas competition?
Capital Ideas top competitors include: Journey Capital Advisers, MGP Capital Management, Rutherford Investment Management, Chapman & Cardwell Capital Management
What technology does Capital Ideas use?
Some of the popular technologies that Capital Ideas uses are: Microsoft 365, GoDaddy DNS, jsDelivr, Squarespace
How do I contact Capital Ideas?
Capital Ideas contact info: Phone number: (214) 750-4400 Website: www.cap-ideas.com
What does Capital Ideas do?

Capital Ideas is an independent financial advisory firm that has been providing personalized investment strategies since 1984. They offer tailored portfolio management solutions, including specialized investment approaches for diverse financial goals and risk profiles. Their services cater to individual clients as well as family offices and institu... tional clients, focusing on preserving wealth and adapting to market conditions. With over 40 years of experience, Capital Ideas is committed to delivering professional excellence and deep investment expertise.Read More

What are Capital Ideas social media links?
Capital Ideas Linkedin page
Is Capital Ideas a public company?
Capital Ideas is private company therefore does not currently have an official ticker symbol
See more information about Capital Ideas

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