CAPSTAR FINANCIAL SERVICES LLC
CRD #300349 SEC #801-124743 AUSTIN, TX (512) 215-9030
SEC Registered
Total AUM
$173M
Discretionary
$172.8M
Employees
5
Clients
101
Accounts
611
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $173M | $172.8M | $184.1K | 5 | 0 |
| Mar 2024 | $148.2M | $148.1M | $169.7K | 6 | 0 |
| Mar 2023 | $126.3M | $126.1M | $199.9K | 6 | 0 |
| Jul 2022 | $146.1M | $145.8M | $296.8K | 5 | 0 |
| May 2022 | $146.1M | $145.8M | $296.8K | 5 | 0 |
| Mar 2022 | $146.1M | $145.8M | $296.8K | 5 | 0 |
| Mar 2020 | $87.1M | $87.1M | $0 | 4 | 1 |
| Mar 2020 | $87.1M | $87.1M | $0 | 4 | 1 |
| Jan 2020 | $67.2M | $66.9M | $235.2K | 1 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
| Feb 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$173M
Discretionary$172.8M
Non-Disc.$184.1K
Employees5
Clients0
DateMar 2024
Total AUM$148.2M
Discretionary$148.1M
Non-Disc.$169.7K
Employees6
Clients0
DateMar 2023
Total AUM$126.3M
Discretionary$126.1M
Non-Disc.$199.9K
Employees6
Clients0
DateJul 2022
Total AUM$146.1M
Discretionary$145.8M
Non-Disc.$296.8K
Employees5
Clients0
DateMay 2022
Total AUM$146.1M
Discretionary$145.8M
Non-Disc.$296.8K
Employees5
Clients0
DateMar 2022
Total AUM$146.1M
Discretionary$145.8M
Non-Disc.$296.8K
Employees5
Clients0
DateMar 2020
Total AUM$87.1M
Discretionary$87.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2020
Total AUM$87.1M
Discretionary$87.1M
Non-Disc.$0
Employees4
Clients1
DateJan 2020
Total AUM$67.2M
Discretionary$66.9M
Non-Disc.$235.2K
Employees1
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0