CAPSTAR FINANCIAL SERVICES LLC

6500 River Place Suite 200 Building 1
Austin, Texas 78730
Tel: (512) 215-9030

About CAPSTAR FINANCIAL SERVICES LLC

CAPSTAR FINANCIAL SERVICES LLC, formally registered with the SEC as CAPSTAR FINANCIAL SERVICES LLC. The firm was established in 04/25/2022. They have over 1 offices throughout the country.

CAPSTAR FINANCIAL SERVICES LLC is a Austin, Texas based Financial Planning firm with nearly $148,223,487 assets under management, offering retirement planning & investment advisory services to 306 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300349
SEC#	801-124743
Assets Managed by Firm	$148,223,487
No. of Clients	306
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	306	$148,223,487
Individuals (other than high net worth individuals)	269	$89,769,789
High net worth individuals	37	$58,453,698

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