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, LLC-structured investment adviser that serves both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. It reports not pursuing ESG-focused investing and lists industry activity as sponsor, general partner, and managing member of pooled investment vehicles, indicating experience running or co-sponsoring private pooled structures.
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 1
Conner Combs
Founder & CEOCRD 6845555
Contacts
2 of 2
Patrick Combs
Founder & ChairmanCRD 2720909
Christopher Scott
Wealth AdvisorCRD 7644028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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