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CAPSTAR FINANCIAL SERVICES LLC

AUSTIN, TX · CRD 300349 · IAPD ↗ · capstarfinancial.com · (512) 215-9030

$207.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — CAPSTAR FINANCIAL SERVICES LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2026 — CAPSTAR FINANCIAL SERVICES LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

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