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Combs Capital Partners

Updated today

Client AUM

$72,156,951

Clients

109

Advisors

3

of 3 employees

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

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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

Southlake TX

Advisors at this office

3

Most active in

Louisiana · Texas

Also doing business as

Combs Capital Partners · Combs Capital Partners LLC

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 nine years of industry experience. He is a partner at Combs Capital Partners and has held roles at related entities including Combs Capital Group, where he serves as a general partner vetting alternative investment opportunities. Outside of investment advisory, he is the CFO of So Sarah Rose LLC, a small business owned by his spouse focused on content creation and social media promotion. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, as well as trusts and estates, with an emphasis on active asset management and tailored portfolio construction. The firm uses a long-term investment approach across mutual funds and ETFs and supports participant account management for held-away defined-contribution accounts through third-party aggregation and rebalancing.

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 21 years of industry experience. His prior roles include leadership positions at Archetype Wealth Partners and ongoing consulting work as Senior VP at Teamalytics, focusing on leadership coaching for business executives. He is also involved in managing alternative investment vehicles and serves as managing director for hedge fund and private equity firms with focuses on blockchain and small to mid-sized company investments. Combs Capital Partners provides investment advisory and planning services to individual and high-net-worth clients, trusts, and estates, offering active asset management, tailored portfolio construction, financial planning, and pension consulting. The firm employs a long-term investment approach utilizing fundamental, technical, and cyclical analysis, primarily implementing strategies through mutual funds and ETFs within discretionary model portfolios.

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