CAPSTAR FINANCIAL SERVICES LLC

Overview

Capstar Financial Services LLC is an independent, fee-based advisory firm that combines portfolio management and financial planning for individuals, families and small businesses with insurance brokerage capabilities. The firm acts as a capital allocator and emphasizes third-party manager selection alongside direct portfolio management. Its advisory services include financial planning, ongoing portfolio oversight, the selection of outside advisers and investor education through seminars and workshops. Capstar is not positioned as an ESG-focused or pension consultant adviser; instead it concentrates on taxable and tax-aware clients and delivers both percentage-of-AUM and fixed-fee engagements. Investment activity centers on liquid public equity exposure supplemented with allocations to private placements and real estate. The firm uses both model-based and discretionary portfolio mandates and also offers non-discretionary relationships where clients retain final trade authority. As an insurance broker, Capstar integrates annuity solutions into client plans when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices