| 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 |
Capstar Financial Services LLC reports $173 million in regulatory assets under management on its Form ADV.
Capstar Financial Services LLC reports 5 employees.
Capstar Financial Services LLC is based in Austin, TX and has been SEC-registered since 2022.
Capstar Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $172.8M |
| Non-discretionary | $184K |
| Total (RAUM) | $173M |