COMBS CAPITAL PARTNERS

RIASEC Registered
Total AUM
$91.4M
Discretionary
$91.4M
100% of AUM
Avg account
$486K
Accounts
188
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
310547
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Non-Investment Grade Corp Bonds 17%, Exchange Traded Equities 13%, US Government Bonds 13%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Investment Grade Corp Bonds 1%47%
  • Public Funds/Mutual Funds47%
  • Non-Investment Grade Corp Bonds17%
  • Exchange Traded Equities13%
  • US Government Bonds13%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • CONNER COMBS

    Founder & CEOCRD 6845555

Contacts

2 of 2
  • PATRICK COMBS

    Founder & ChairmanCRD 2720909

  • Christopher Scott

    Investment Adviser RepresentativeCRD 7644028

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth