Capstar Financial Services LLC

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Client assets under management

$197,759,158

Clients

376

13% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

125

Very High

Average account size

$525,955

About

Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, managing roughly $208 million across about 376 client relationships. Services include ongoing portfolio management, creation of individualized investment analyses and investment policy statements, selection of third‑party money managers, and one-time or ongoing financial planning.

The firm’s investment approach blends modern portfolio theory with technical analysis and employs both long‑term and short‑term trading strategies, using model allocations and client‑specific restrictions documented in each Investment Policy Statement. Capstar generally requests discretionary authority, may delegate portions of accounts to third‑party managers, and sends monthly account statements through its custodian; the brochure also notes the firm does not aggregate block trades for multiple clients.

What distinguishes Capstar from many peers is its inclusion of periodic educational seminars and workshops for current and prospective clients and the brochure’s use of hypothetical performance illustrations, both of which are relatively uncommon among similar supported firms. The firm also discloses that some advisers are licensed insurance agents and that it shares fees with third‑party money managers and receives compensation from third‑party advisers, and it identifies a key‑person dependency with a formal succession plan disclosed.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Annuities Real estate investing Private / alternative investments

Fee options

Fixed

Financial planning fixed fees negotiated between $500 and $5,000.

Percentage

$0 - $250,000: Up to 2.00% $250,000+: Up to 1.75%

Other

Account minimum: $500,000

Main office location

Capstar Financial Services LLC

6500 River Place Suite 200 Building 1

Austin TX 78730, United States

Number of offices

Most active in

Louisiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (512) 215-9030

Advisors at this firm

Julia H

Series 66

Austin, TX

Capstar Financial Services LLC

Julia Hummel is a financial advisor at Capstar Financial Services LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC, Sands Investment Group, and Keller Williams Realty. Julia attended Florida State University from 2017 to 2021. Capstar Financial Services serves individual and high-net-worth clients as well as small businesses, providing discretionary portfolio management, financial planning, and third-party money manager selection. The firm employs modern portfolio theory and technical analysis in constructing portfolios and offers client education through seminars and workshops.

Annuities Real estate investing Private / alternative investments

Barbara J

Series 65, Series 66

Austin, TX

Capstar Financial Services LLC

Barbara Johnson is a financial advisor at Capstar Financial Services LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and has been with Capstar since 2015. Prior to and concurrently, she has also worked with USAA Financial Advisors, Inc. and USAA Financial Planning Services since 2014. Capstar Financial Services LLC serves individual and high-net-worth clients as well as small businesses, offering discretionary portfolio management, financial planning, and third-party money manager selection. The firm employs both modern portfolio theory and technical analysis, and provides client education through seminars and workshops.

Annuities Real estate investing Private / alternative investments

Suzette P

Series 65

Austin, TX

Capstar Financial Services LLC

Suzette Porter is a financial advisor with Capstar Financial Services LLC in Austin, TX, holding a Series 65 designation and 16 years of industry experience. Her prior work includes roles at Fidelity Bank and Global Financial Private Capital, LLC. She serves as a finance committee member and volunteer at Live Austin Church. Capstar Financial Services LLC provides portfolio management, financial planning, and third-party manager selection for individual, high-net-worth, and small business clients. The firm uses both modern portfolio theory and technical analysis to construct portfolios and offers client education through seminars and workshops.

Annuities Real estate investing Private / alternative investments

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