Capstar Financial Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 20, 2026, reports $208M in regulatory assets under management, 4 employees, and 826 accounts.
Assets Under Management
$208M
Employees
4
Offices
--
Total Clients
380
Primary office
AUSTIN, TX
6500 RIVER PLACE SUITE 200 BUILDING 1, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.6% of total clients.
Top client categories% of clientsClients
1
Individuals
86.6%
329
2
HNWI
12.4%
47
3
Corporations
0.5%
2
4
Pension Plans
0.3%
1
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$208Mas of March 20, 2026
Discretionary99.7%
$207M
100% of total RAUM99.7%
Non-discretionary0.3%
$608K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$208M
Total Accounts826
10Y AUM Change+$208M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee95:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.