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| Keyboard |
| CapStar Financial Services LLC
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|---|---|
| CRD # | 300349 |
| SEC # | 801-124743 |
| CIK # | |
| AUM | 207.8 M (2026-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 512-215-9030 |
| Address | 6500 River Place Suite 200 Building 1 Austin, TX 78730 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 329 | 102.6 |
| (b) Individuals (high net worth individuals) | 47 | 95.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.7 |
| (h) Charitable organizations | 1 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 826 | 207.8 |
| By Discretionary | ||
| Discretionary | 818 | 207.2 |
| Non-Discretionary | 8 | 0.6 |
| Total | 826 | 207.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.8 | |
| Total | 826 | 207.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fidelis Wealth Advisors LLC
✚
|
CO | 210.4 M |
|
TM Wealth Management LLC
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|
VA | 209.8 M |
|
IMG Wealth Management Inc
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FL | 209.7 M |
|
Financial Investment Team Inc
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OR | 209.1 M |
|
Financial Life Planners LLC
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AZ | 208.4 M |
|
Longview Financial Advisors Inc
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|
AL | 208.2 M |
|
Lesa Sroufe & Company Inc
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|
WA | 207.3 M |
|
Strategic Wealth Advisors Group Inc
✚
|
MI | 206.7 M |
|
360 Financial Partners LLC
✚
|
SC | 206.5 M |
|
Brown Capital Management LLC
✚
|
AR | 205.2 M |