Capstar Financial Services LLC
● SEC registered since 2022CRD 300349SEC# 801-124743Austin, TX
Reg. AUM
$207.8M
Employees
4
Accounts
826
Location
Austin, TX
Capstar Financial Services LLC assets under management
Capstar Financial Services LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2022. It reports $207.8 million in regulatory assets under management and employs 4 people.
Capstar Financial Services LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ae Wealth Management, LLC | Owner | 10-25% | 2025 |
| Barbara Andrea Johnson Control | Coo | Under 5% | 2022 |
| Merchant Wealth Partners, LLC | Owner | 10-25% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Capstar Financial Services LLC manage?
Capstar Financial Services LLC reports $207.8 million in regulatory assets under management on its Form ADV.
How many employees does Capstar Financial Services LLC have?
Capstar Financial Services LLC reports 4 employees.
Where is Capstar Financial Services LLC located?
Capstar Financial Services LLC is based in Austin, TX and has been SEC-registered since 2022.
Does Capstar Financial Services LLC disclose fund performance?
Capstar Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6500 River Place Suite 200 Building 1, Austin, TX 78730 |
| Phone | (512) 215-9030 |
| Fax | (512) 436-9009 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$207.8M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$207.8Mregulatory AUM
Discretionary $207.2MNon-discretionary $608K