1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CAPSTAR FINANCIAL SERVICES LLC

Map pinAUSTIN, TX
Phone(512) 215-9030
NotebookSEC #801-124743
Total AUM
$207.8M
Employees
4
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6500 RIVER PLACE SUITE 200 BUILDING 1
AUSTIN
TX 78730
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(512) 215-9030

ReceiptFinancials

Total AUM
$207.8M
Accounts
826
Discretionary
$207.2M
Accounts
818
Non-Discretionary
$607.7K
Accounts
8

ContactClients

View more in analytics →

Individual Clients
329
AUM
$102.6M
HNW Individual Clients
47
AUM
$95.1M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
2
AUM
$4.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account