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CAPSTAR FINANCIAL SERVICES LLC
CRD 300349 · SEC 801-124743
6500 RIVER PLACE SUITE 200 BUILDING 1, AUSTIN, TX, 78730, United States
Phone
(512) 215-9030
Fax
(512) 436-9009
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$207.8M
Discretionary AUM
$207.2M
Team
4 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 329 | $102.6M |
| High net worth individuals | 47 | $95.1M |
| Pension/profit sharing plans | 1 | $3.7M |
| Charitable organizations | 1 | $1.7M |
| Corporations/business entities | 2 | $4.6M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD