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- Custodian
- Charles Schwab & Company · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Prime eagle
- Established Date
- 11-05-1984
- Office Locations
- 3
Office Locations
About Paul Comstock Partners
Paul Comstock Partners is a Houston-based wealth management and advisory firm serving retail and institutional clients. The team emphasizes client-centered, innovative—and sometimes contrarian—analysis to support decisions in clients’ best interests. Portfolio construction often uses ETFs and public funds, with selective private funds and municipal bonds. The firm also supports multigenerational planning, including education for next-gen trust beneficiaries; custody includes Schwab and Northern Trust.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL LEON COMSTOCK
DIRECTOR, Partner, RELATIONSHIP MANAGER
- CRD
- #51804
- Ownership
- 25% but less than 50%
STEPHEN CARPENTER BROWNE
Chief Compliance Officer, Chief Investment Officer, Director
- CRD
- #4522357
- Ownership
- Less than 5%
Wave glacier
Fusion glacier
- CRD
- #46033
- Ownership
- 9.1%
Showing 2 of 3 owners & executives
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Jose Abelino Amoles
Portfolio Analyst Associate
- CRD
- #7452466
JULIE ANNE CHOATE
Supervisor
- CRD
- #5690133
Frontier timber
Horizon focus radial
- CRD
- #41374
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,017,465 | $8,966,119 |
| Non-Discretionary | $2,540,194,142 | $27,914,221 |
| Total | $2,800,211,607 | $23,335,097 |
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Separately Managed Accounts
Total SMA Asset: $2,800,211,607
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $885,963,677 | 9.9% |
| Equity - Exchange | $1,494,504,384 | 16.7% |
| Private Funds | $850,167,164 | 9.5% |
| Cash | $510,100,299 | 5.7% |
| Municipal Bonds | $1,261,827,055 | 14.1% |
| Corporate - Investment Grade | $1,941,960,786 | 21.7% |
| U.S. Government/Agency | $2,004,604,682 | 22.4% |
| Total | $8,949,128,047 | 100.0% |