Capstar Financial Services LLC
Capstar Financial Services LLC is an SEC-registered mass-market adviser in Austin, TX with $207.8M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Capstar Financial Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300349, SEC 801-124743, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $207.8M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Austin, TX
- Employees
- 4
- Clients
- 380
- CRD
- 300349
- Ownership
- BLACKBURN, SUZETTE, MARIE; PORTER, SUZETTE, MARIE; JOHNSON, BARBARA, ANDREA; AE WEALTH MANAGEMENT, LLC; MERCHANT WEALTH PARTNERS, LLC
How much AUM does Capstar Financial Services LLC have?
Capstar Financial Services LLC reported $207.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Capstar Financial Services LLC?
Disclosed owners and executives of Capstar Financial Services LLC include BLACKBURN, SUZETTE, MARIE, PORTER, SUZETTE, MARIE, JOHNSON, BARBARA, ANDREA, AE WEALTH MANAGEMENT, LLC, MERCHANT WEALTH PARTNERS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.