CAPSTAR FINANCIAL SERVICES LLC

CRD 300349File 801-124743

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$207.8M

Below cohort median (national)

Discretionary AUM

$207.2M

Non-discretionary $608K

Clients

380

826 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Apr 25, 2022
Principal office: 6500 RIVER PLACE SUITE 200 BUILDING 1, AUSTIN, TX, 78730
Phone: (512) 215-9030
Website: https://www.capstarfinancial.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $207.8M
Discretionary AUM: $207.2M
Non-discretionary AUM: $608K
Discretionary accounts: 818
Non-discretionary accounts: 8
Total accounts: 826
AUM per client: $547K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.6M
Charitable organizations	Fewer than 5	$1.7M
High net worth individuals	47	$95.1M
Pension and profit sharing plans	Fewer than 5	$3.7M
Individuals (other than high net worth individuals)	329	$102.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.