COMBS CAPITAL PARTNERS
Firm details
- Headquarters
- ,
- CRD number
- 310547
- Website
- www.combscp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.59%
- Corporations / Businesses21.02%
- Individuals18.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Combs Capital Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model mixes percentage-of-AUM billing with fixed fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the provided record; the SEC registration year is not specified in the source data. The firm also acts in sponsor and general partner roles, serving as a managing member of pooled investment vehicles, which indicates it originates or controls some private investment structures in addition to providing client advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Non-Investment Grade Corp Bonds17%
- Exchange Traded Equities13%
- US Government Bonds13%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1CONNER COMBS
Founder & CEOCRD 6845555
Contacts
2 of 2PATRICK COMBS
Founder & ChairmanCRD 2720909
Christopher Scott
Investment Adviser RepresentativeCRD 7644028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
AULESTIA WEALTH MANAGEMENT, INC.
RIANAPLES, FL
PEGASUS GROUP, LLC
RIAMORRISTOWN, NJ
WEALTH SCRIPT ADVISORS
RIASAN FRANCISCO, CA
BOWMAN WEALTH MANAGEMENT GROUP
RIABURGESS FINANCIAL PLANNING
RIAPORTLAND, OR