Overview
Assets Under Management: $173 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Frequently Asked Questions
CAPSTAR FINANCIAL SERVICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300349), CAPSTAR FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
CAPSTAR FINANCIAL SERVICES LLC is headquartered in AUSTIN, TX.
CAPSTAR FINANCIAL SERVICES LLC serves 43 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, CAPSTAR FINANCIAL SERVICES LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CAPSTAR FINANCIAL SERVICES LLC manages $173 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, CAPSTAR FINANCIAL SERVICES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 611
Discretionary Accounts: 603
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 300349
Filing ID: 1948974
Last Filing Date: 2025-03-28 17:04:00
Website: https://capstarfinancial.com