THE CAPSTREET GROUP, LLC

1001 Louisiana
Suite 3200
Houston, Texas 77002-5089
Tel: 713-332-2700

About THE CAPSTREET GROUP, LLC

THE CAPSTREET GROUP, LLC, formally registered with the SEC as THE CAPSTREET GROUP, LLC. The firm was established in 03/28/2012. They have over 1 offices throughout the country.

THE CAPSTREET GROUP, LLC is a Houston, Texas based Financial Planning firm with nearly $988,669,177 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159690
SEC#	801-73420
Assets Managed by Firm	$988,669,177
No. of Clients	3
No. of Advisors	27

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$988,669,177

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