POCATELLO, Idaho, Nov. 20, 2025 /PRNewswire/ — Capital Concepts, an distant registered funding guide serving Southeast Idaho households and industry house owners, has been named certainly one of The usa’s Manage Monetary Advisory Corporations 2026 by means of Newsweek and Plant-A Insights Crew (America’s Top Financial Advisory Firms 2026).
This nationwide score evaluated over 16,000 SEC-registered corporations and known the supremacy 1,000 RIAs with over $20 million in belongings beneath control. Corporations had been scored on elements equivalent to asset enlargement, shopper delight, guide experience, and breadth of products and services presented.
“Since 1984, Capital Ideas has built confidence with our clients by offering a solutions-based approach to managing their investment portfolios,” mentioned Andrew Kerai, Chairman & Managing Spouse, from the company’s Dallas workplace.
“We are incredibly honored to receive this recognition,” added John Edwards, Senior Funding Consultant and Senior Portfolio Supervisor at Capital Concepts. “This recognition by Newsweek is a testament to the experience, focus, and hard work our entire team puts into delivering independent, quality advice for clients right here in Southeast Idaho.”
Capital Concepts is known for its distinctive technique to portfolio development, together with its Infrastructure Plus technique, which seeks to spot alternatives in each conventional infrastructure (utilities, power, transportation) and the rising AI and information heart revolution. The company additionally delivers fairness source of revenue methods adapted to institutional mandates and households in quest of constant, risk-aware returns.
The legitimate award certificates used to be signed by means of Newsweek Essayist-in-Well-known Jennifer H. Cunningham and Plant-A Insights Crew President & CEO Manuel Moerback.
Capital Concepts will proclaim the award with stream shoppers and the population all over 2026 and is lately accepting untouched shopper relationships.
For Media Inquiries:
John D. Edwards, CFA
Sr. Portfolio Supervisor – Infrastructure Plus Fairness Technique
E mail: [email protected]
Direct: 208-244-4235
Place of job: 214-466-1985
Idaho Place of job: 109 North Arthur Street, Suite 205, Pocatello, ID 83204
Dallas House Place of job: 12720 Hillcrest Highway, Suite 910, Dallas, TX 75230
Web site: www.cap-ideas.com
CFA Institute Constitution Holder • JOHN D. EDWARDS, CFA
3rd-party ratings and popularity from ranking products and services or publications are not any word of day funding luck. Operating with a extremely rated guide does now not assure {that a} shopper or potential shopper will revel in a better degree of efficiency or effects. Those scores will have to now not be construed as an endorsement of the guide or by means of any shopper nor are they consultant of anyone shopper’s analysis. We didn’t pay to be nominated or incorporated within the preliminary score itself however did pay a licensing price to Newsweek to deliver to advertise the award.
SOURCE Capital Concepts
