# The Capstreet Group, LLC

> The Capstreet Group, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 159690
- Filed as: THE CAPSTREET GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159690
- AdvisorCensus page: https://advisorcensus.com/firm/the-capstreet-group-llc-houston-tx-159690

## Quick answers

**How is The Capstreet Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Capstreet Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Capstreet Group, LLC located?**
The Capstreet Group, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is The Capstreet Group, LLC registered with the SEC or a state?**
The Capstreet Group, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159690.

**How much does The Capstreet Group, LLC manage?**
The Capstreet Group, LLC reports $1,161,647,661 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (100% discretionary).

**How have The Capstreet Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for The Capstreet Group, LLC: Regulatory assets under management: $923,877,950 in the October 2021 data and $1,161,647,661 in the October 2026 data, up 26%. Total employees: 21 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Capstreet Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does The Capstreet Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159690

**What changed in The Capstreet Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 23 to 24.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,161,647,661
- Discretionary: $1,161,647,661
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $1,161,647,661 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 24 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capstreet.com
- LinkedIn @thecapstreetgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $923,877,950 | 21 | May 20, 2021 |
| October 2022 | $1,065,056,857 | 25 | May 9, 2022 |
| October 2023 | $861,929,195 | 24 | May 3, 2023 |
| October 2024 | $988,669,177 | 27 | May 21, 2024 |
| October 2025 | $1,086,506,477 | 23 | May 28, 2025 |
| October 2026 | $1,161,647,661 | 24 | April 21, 2026 |

Regulatory assets under management: $923,877,950 in the October 2021 data and $1,161,647,661 in the October 2026 data, up 26%.
Total employees: 21 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 23 to 24.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Capstreet Group, LLC (CRD 159690): Form ADV filing data as of October 2026.