Karen Rayburn Burns
Investment adviser representative at Capital Ideas
31 yearsExperience
1 stateRegistered in
$336.2MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
31 years in the industry.
- Bearing Financial Advisors, LLCAug 2022 to now
- Rhodes Securities, Inc.Apr 2020 to now
- Capital Ideas IncApr 1995 to now
- Alliance Financial Group, IncMay 2006 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (TX).
Capital Ideas
Legal name: Capital Ideas, LLC
$336.2MAssets managed
96Clients
4Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2482528
- Firm CRD
- 114352