Capstar Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$197,759,158
Clients
376
Advisors
3
of 4 employees
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
Expertise
Fee options
Financial planning fixed fees negotiated between $500 and $5,000.
$0 - $250,000: Up to 2.00% $250,000+: Up to 1.75%
Account minimum: $500,000
Main office
6500 River Place Suite 200 Building 1
Austin TX 78730
Advisors at this office
3
Most active in
Louisiana · Texas
Also doing business as
Capstar Financial Services LLC · Capstar Financial Services Limited Liability Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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 two years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC, Sands Investment Group, and Keller Williams Realty. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses. The firm employs a blend of modern portfolio theory and technical analysis, offering both long-term and short-term trading strategies and hosts periodic educational seminars and workshops for clients.
Barbara J
Series 65, Series 66
Austin, TX
Capstar Financial Services LLC
Barbara Johnson is a financial advisor with Capstar Financial Services LLC in Austin, TX, holding Series 65 and Series 66 designations and six years of industry experience. She has worked at Capstar since 2015 and previously held positions at USAA Financial Planning Services, J.P. Morgan Securities, Chase Investment Services Corp., Uvest Financial Services Group, Inc., and Edward Jones. Capstar Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as small businesses. The firm employs a blended investment approach that combines modern portfolio theory with technical analysis and offers periodic educational seminars and workshops for clients.
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.
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