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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, BARBARA, ANDREA | I | COO | NA | Control |
| JOHNSON, BARBARA, ANDREA | I | COO | NA | Control |
| JOHNSON, BARBARA, ANDREA | I | COO | NA | Control |
| JOHNSON, BARBARA, ANDREA | I | COO | NA | Control |
| JOHNSON, BARBARA, ANDREA | I | COO | NA | Control |
| JOHNSON, BARBARA, ANDREA | I | COO | NA | Control |
| BLACKBURN, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLACKBURN, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLACKBURN, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLACKBURN, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLACKBURN, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLACKBURN, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLACKBURN, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLACKBURN, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PORTER, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PORTER, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PORTER, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PORTER, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PORTER, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| PORTER, SUZETTE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| AE WEALTH MANAGEMENT, LLC | DE | OWNER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | OWNER | B |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
6500 RIVER PLACE SUITE 200 BUILDING 1AUSTIN, TX 78730
United States
Phone: (512) 215-9030