A complete list of active advisors currently associated with Combs Capital Partners

Warmer can help you find a great advisor at Combs Capital Partners or one who fits your needs even better.

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.

To learn more about the advisors currently working at Combs Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.