Advisors at this firm
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.
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.
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.