Investment adviser · CRD 300349

CAPSTAR FINANCIAL SERVICES LLC

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Mar 20, 2026

Regulatory AUM
$208M
Form ADV · Item 5.F
Client accounts
826
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals329$102,631,15949.4%
High-net-worth individuals47$95,127,99945.8%
Corporations & businessesFewer than 5$4,621,0842.2%
Retirement plansFewer than 5$3,709,2261.8%
CharitiesFewer than 5$1,715,0030.8%
Filing source

Form ADV 2038929 · Mar 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

6500 RIVER PLACE SUITE 200 BUILDING 1
AUSTIN, TX, 78730, United States

CRD 300349

Filing source

Form ADV 2038929 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.