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Kyle Houston Combest

Advisor at Second Line Capital, LLC — Duncan, OK N Hwy 81

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Duncan, OK 73533-1762

Second Line Capital, LLC logo

Second Line Capital, LLC

Team

Total advisors

24

Across 3 offices

Clients per advisor

47 Typical

Avg AUM per client

$591,089 Low

HNW client ratio

25% Low

About

Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Client services

Based on Second Line Capital, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Second Line Capital, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Based on Second Line Capital, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning and consulting services, up to $15,000, negotiable.

Percentage

$0+: up to 2.00% annually, negotiable based on factors such as services, account size, and others (maximum 200 basis points) $50,000+: up to 3.0% annually for LPL Manager Access Select Program $10,000+: up to 2.5% annually for LPL Optimum Market Portfolios Program (OMP) $250,000+: up to 2.5% annually for LPL Personal Wealth Portfolios Program (PWP) $25,000+: up to 2.65% annually for LPL Model Wealth Portfolios Program (MWP) N/A+: 0.95% annually for LPL Small Market Solution (SMS) Program $5,000+: 1.35% annually for LPL Guided Wealth Portfolios (GWP)

Commissions

Securities brokerage services offered by certain supervised persons as registered representatives with LPL under separate commission-based arrangements.

Project-based

Up to $150 per hour for financial planning and consulting services.

Other

Fee-only: Fixed fees up to $15,000 for financial planning; hourly fees up to $150/hour; fees are negotiable and can be for defined projects or ongoing services.

Location

See office

Duncan, OK N Hwy 81

2270 N Hwy 81, Ste 102

Duncan OK 73533-1762

Advisors at this office

1

Most active in

Oklahoma

Work history

< 1 year of industry experience

Second Line Capital, LLC

2026 - Present • 1 year

Metairie, LA

Combest Financial Services

2025 - Present • 1 year

Duncan, OK

Chickasaw Community Bank

2024 - 2026 • 2 years

Oklahoma City, OK

Liberty National Bank

2022 - 2024 • 2 years

Oklahoma City, OK

MidFirst Bank

2021 - 2022 • 1 year

Oklahoma City, OK

Northwestern Mutual

2020 - 2020 • 1 year

Oklahoma City, OK

Texas Roadhouse

2019 - 2020 • 1 year

Stillwater, OK

Okarng

2018 - 2024 • 6 years

Stillwater, OK

Interurban

2016 - 2018 • 2 years

Duncan / Edmond, OK

Disclosures

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

Business activities & affiliations

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Joseph C

CFP®, Series 63, Series 65

Duncan, OK

Second Line Capital, LLC

Joseph Combest is a CFP® professional with 33 years of industry experience. He is currently with Second Line Capital, LLC, a team of 24 advisors, and has prior experience at Capstone Triton Financial Group, Hbwadvisory Services, Combest Financial Services, and Raymond James Financial Services. Outside of advisory work, he owns and manages Combest Land and Cattle Company, LLC. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities, offering investment and wealth management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, individual securities, and third-party managers, and features multiple advisory platforms including its own wrap-fee program.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Eric D

Series 66

Duncan, OK

Thurston Springer Advisors

Eric Davis is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and 26 years of industry experience. He previously worked at Phillips Capital Advisors, Inc., T. S. Phillips Investments, Inc., and Equitable Advisors. Outside of his advising role, he serves as the school board president for Duncan Public Schools and is involved with local community organizations including the Stephens County Christmas Dinner Committee and the Duncan High School Tennis Booster. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing both discretionary programs and a range of investment approaches from buy-and-hold to active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
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Kevin W

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Kevin Womack is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. Prior to his advisory career, he was involved in education and managed a cattle business. Outside of his advisory role, Womack assists with a family-owned cable business as contract labor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Annuities
user avatar

Robert A

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Robert Armstrong is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Inc for nine years each before joining Osaic in 2024. Armstrong serves as mayor of Duncan, Oklahoma, and is a board member of the Duncan Chamber of Commerce and the Schools Foundation, which supports local public education. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

Annuities
user avatar

Terrin L

Series 66

Duncan, OK

Edward Jones

Terrin Liles is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He serves in Duncan, Oklahoma, and participates as a Steering Committee Assistant for Leadership Duncan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kristen A

CFP®, Series 66

Duncan, OK

Edward Jones

Kristen Arrington is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner Women Professionals
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