$91.4M Total AUM
$91.4M Disc. AUM
-- 3Y CAGR
3 Employees
113 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PathwayVital
- Established Date
- 09-16-2020
- Office Locations
- 1
Office Locations
-- Southlake TX
About Combs Capital Partners
Combs Capital Partners is a Southlake, TX advisory firm serving business owners/executives, creators/athletes, and retirement plan participants with holistic financial planning and investment management. Portfolios commonly incorporate ETFs, mutual funds, and fixed income allocations with a risk-management mindset. Custody includes Charles Schwab.
Team overview
42 AVG AGE
$30.5M AVG AUM / ADVISOR
$808.5K AVG AUM / CLIENT
5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Delta Crest Matrix alpha Value Vertex oak
Client Personas
Bridge meridian Harbor foundation Meridian matrix
Custodian
Horizon quantum
Investment Themes
Momentum Ridge bridge
Investment Vehicles
Atlas Crest vertex
Platform
Harbor Frontier alpha
Services
Horizon Beacon zenith Vital Ridge north Capital Catalyst Radial vertex
Technology
Eagle glacier Fusion north
Owner & Executives
CONNER RYAN COMBS
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #6845555
- Ownership
- 50% but less than 75%
(755) 581-6582
wave.glacier@ridgecapital.com
in linkedin.com/in/crest-momentum
PATRICK DENNIS COMBS
Chairman, Managing Member
- CRD
- #2720909
- Ownership
- 50% but less than 75%
(245) 474-7054
foundation.vital@elementcapital.com
in linkedin.com/in/wave-quantum
Showing 2 of 2 owners & executives
Unlock allContacts
C
Christopher Aaron Scott
--
- CRD
- #7644028
(464) 415-8569
wave.capital@horizoncapital.com
in linkedin.com/in/ember-vertex
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,361,996 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,361,996 | -- |
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Separately Managed Accounts
Total SMA Asset: $91,361,996
Public Funds:
17.8% Corporate - Non-Investment Grade:
13.8% Equity - Exchange:
10.3% U.S. Government/Agency:
17.8% Cash:
18.4% Municipal Bonds:
5.5% Corporate - Investment Grade:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $285,203,851 | 17.8% |
| Corporate - Non-Investment Grade | $221,113,098 | 13.8% |
| Equity - Exchange | $165,033,689 | 10.3% |
| U.S. Government/Agency | $285,203,851 | 17.8% |
| Cash | $294,817,464 | 18.4% |
| Municipal Bonds | $88,124,785 | 5.5% |
| Corporate - Investment Grade | $262,772,088 | 16.4% |
| Total | $1,602,268,826 | 100.0% |