Capstar Financial Services LLC

Capstar Financial Services LLC (CRD# 300349) is a financial advisory firm headquartered in Austin, TX. They manage $148,223,487 in 306 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6500 River Place Suite 200 Building 1, Austin, TX 78730
https://www.capstarfinancial.com
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $484,390
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Capstar Financial Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Suzette Porter, financial advisor Austin TX
Suzette M. Porter
CRD#: 5740731
6500 River Place Blvd Ste 200, Building 1, Austin, TX 78738

Suzette Porter (CRD# 5740731) is an Investment Advisor Representative working at Capstar Financial Services LLC in Austin, TX and has over 14 years of experience in the finance industry.

2
Rachel Neblett, financial advisor Austin TX
Rachel E. Neblett
CRD#: 6944606
6500 River Place Suite 200 Building 1, Austin, TX 78730

Rachel Neblett (CRD# 6944606) is an Investment Advisor Representative working at Capstar Financial Services LLC in Austin, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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