CAPSTAR FINANCIAL SERVICES LLC
SEC RegisteredCreate the Financial Future You and Your Family Deserve
About the firm
CapStar Financial, LLC helps clients navigate today's complicated economic and tax environments to make more informed decisions. The firm offers personalized financial strategies focused on retirement planning, including income planning, life planning, and estate planning. Owner Suzette Porter aims to help protect clients from risks such as inflation, market downturns, unnecessary taxes, and incapacity costs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income planning, life planning, estate planning, one-on-one consultations, and ongoing financial strategy review through the Capstar Redline Report process (Vision, Assessment, Strategy, and Ongoing Relationship).
Who they serve
Individuals and families planning for retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 329 | $103M |
| High Net Worth Individuals | 47 | $95M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $3.7M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 2.00% |
| $250,000 and up | 1.75% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPSTAR FINANCIAL SERVICES LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched