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THE CAPSTREET GROUP, LLC

HOUSTON, TX · CRD 159690 · IAPD ↗ · 713-332-2700

$1.16BRegulatory AUM
24Advisory reps
24Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — THE CAPSTREET GROUP, LLC crossed $1B in regulatory AUM ($988.7M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.