CAPSTAR FINANCIAL SERVICES LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	298	$148.1M
Non-Discretionary	8	$169,675
Total	306	$148.2M

Clients

Type	Number	RAUM
Individuals	269	$89.8M
HNW Individuals	37	$58.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation	% of AUMFixed fees
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-124743
SEC ERA File Number	801-124743
SEC CIK Numbers	None
SEC CRD Numbers	300349
Legal Entity Identifier	None

Principal Office

6500 RIVER PLACE SUITE 200 BUILDING 1
AUSTIN
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic