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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- DeltaAtlas radial +more
- Established Date
- 04-01-2019
- Office Locations
- 1
Office Locations
About Capstar Financial Services LLC
CapStar Financial Services LLC is an Austin, TX wealth management firm led by owner Suzette Porter, providing financial planning, tax-aware investment planning, and trust-based estate and legacy planning. The firm focuses on protecting retirees and families from inflation, market drawdowns, taxes, and incapacity costs, using portfolios that commonly include ETFs, mutual funds, and fixed income. Works with Fidelity/NFS and AssetMark and maintains an educational radio presence.
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Owner & Executives
SUZETTE MARIE PORTER
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5740731
- Ownership
- 75% or more
BARBARA ANDREA JOHNSON
Chief Operating Officer
- CRD
- #5400501
- Ownership
- Less than 5%
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Julia Christine Hummel
--
- CRD
- #7889004
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,196,803 | $253,297 |
| Non-Discretionary | $607,668 | $75,959 |
| Total | $207,804,471 | $251,579 |
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Separately Managed Accounts
Total SMA Asset: $207,804,471
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $533,786,813 | 23.5% |
| Equity - Exchange | $431,572,317 | 19.0% |
| Corporate - Investment Grade | $143,100,294 | 6.3% |
| Cash | $536,058,246 | 23.6% |
| Municipal Bonds | $481,543,848 | 21.2% |
| Sovereign Bonds | $145,371,727 | 6.4% |
| Total | $2,271,433,245 | 100.0% |