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Combs Capital Partners

Updated today

Client assets under management

$72,156,951

Clients

109

30% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

36

Low

Average account size

$661,990

About

Combs Capital Partners provides investment advisory and planning services to individual and high‑net‑worth clients, as well as trusts and estates, offering active asset management, tailored portfolio construction, financial planning, and pension consulting. The firm also supports participant account management for held‑away defined‑contribution accounts through a third‑party aggregation and rebalancing platform.

Investment decisions are made with a long‑term orientation using a mix of fundamental, technical and cyclical analysis and are implemented primarily with mutual funds and ETFs across model portfolios managed on a discretionary basis, with periodic rebalancing and at least quarterly reviews. For retirement plan participant accounts the firm uses a platform to connect and rebalance held‑away accounts while avoiding direct access to custodial login credentials.

Notably for a small supported firm (three advisors and roughly $91 million AUM), the principals are active sponsors and managers of other investment vehicles — including private‑equity and crypto partnerships and a hedge fund with a blockchain focus — which creates additional business affiliations beyond advisory fees. The firm’s regulatory disclosures also include a prior disciplinary matter involving a principal (a FINRA suspension and fine), which is reported in its ADV.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive Technology Professional

Fee options

Percentage

$0 - $1,000,000: 2% $1,000,001 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1% $5,000,001+: Negotiable

Other

Fee-only: Fixed fee of $2,500 for standalone financial planning engagements, negotiable

Main office location

Combs Capital Partners

Southlake TX, United States

Number of offices

1

Most active in

Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Christopher S

Series 65

Southlake, TX

Combs Capital Partners

Christopher Scott is a financial advisor at Combs Capital Partners with three years of industry experience. He holds a Series 65 designation and has worked at Combs Capital Partners since 2022. Prior to his advisory role, Scott has held operations management positions in the energy sector, including his current role at Energy Transfer where he manages assets, budgets, and personnel. Combs Capital Partners is a state-registered investment adviser managing approximately $59 million for around 100 clients. The firm offers active asset management, tailored portfolio services, and financial planning, employing a combination of fundamental, technical, and cyclical analysis to pursue long-term, model-based strategies aligned with client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Technology Professional
user avatar

Conner C

Series 65

Southlake, TX

Combs Capital Partners

Conner Combs is a Series 65-licensed financial advisor with eight years of industry experience. He is a partner at Combs Capital Partners and also serves as a general partner in alternative investment vehicles through Combs Capital Group, LLC. Additionally, he holds a CFO role at So Sarah Rose LLC, a content creation business owned by his spouse. Combs Capital Partners is a state-registered investment adviser managing approximately $59 million for around 100 individual and high-net-worth clients. The firm offers active asset management, tailored portfolio services, participant account management for held-away retirement plans, and financial planning, employing a combination of fundamental, technical, and cyclical analysis in its long-term, model-based strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Technology Professional
user avatar

Patrick C

Series 63, Series 65

Southlake, TX

Combs Capital Partners

Patrick Combs is a financial advisor with Combs Capital Partners in Southlake, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has held roles at several firms, including Archetype Wealth Partners and Teamalytics, where he also serves as Senior Vice President providing leadership coaching for business executives. Combs is involved in alternative investment ventures, including managing roles at a hedge fund focused on blockchain investments and a private equity firm specializing in small to mid-sized companies. Combs Capital Partners is a state-registered investment adviser managing approximately $59 million for about 100 individual and high-net-worth clients. The firm offers active asset management, tailored portfolio services, and financial planning, employing a combination of fundamental, technical, and cyclical analysis with long-term, model-based strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Technology Professional
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