A complete list of active advisors currently associated with Capstar Financial Services LLC

Warmer can help you find a great advisor at Capstar Financial Services LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Capstar Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.