PAUL COMSTOCK PARTNERS
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 105335
- Registered since
- November 5, 1984
- Website
- paulcomstockpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.02%
- Charitable Organizations18.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Paul Comstock Partners is an independent registered investment adviser, first registered with the SEC in 1984. The firm is privately owned (domestic entity and individual ownership) and positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its fee structure blends percentage-of-AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of third‑party advisers. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
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 Funds48%
- Exchange Traded Equities34%
- Private Funds7%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
Owners & executives
2 of 2STEPHEN BROWNE
Chief Investment Officer & Chief Compliance OfficerCRD 4522357
ALISON MOSS
CEOCRD 5524696
Contacts
3 of 11JULIE CHOATE
Investment Operations ProfessionalCRD 5690133
WINTON STARLING
Investment Adviser RepresentativeCRD 4726822
ANNE-ELIZABETH HUYNH
Portfolio AnalystCRD 3195490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1177 West Loop S
- Time zone
- CT (UTC-6)
- Office locations
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