Overview
Assets Under Management: $173 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 3
Average Client Assets: $36 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.93
Average High-Net-Worth Client Assets: $36 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