Combs Capital Partners

What Combs Capital Partners does

Combs Capital Partners LLC is a privately held, fee-only Registered Investment Advisor founded in 2020 and headquartered in the Dallas-Fort Worth area of Texas, with additional presence in Southlake and Longview, and RIA registration in both Texas and Louisiana. The firm delivers holistic wealth management and investment advisory services under a fiduciary standard with no commissions, targeting three defined client segments: Builders & Operators (business owners and executives navigating launch-to-exit financial complexity), High Earners & Emerging Wealth (influencers, creators, athletes, and high-income professionals building financial foundations), and Retirees & Pre-Retirees (clients focused on wealth protection, distribution, and legacy planning).

The core service suite comprises Wealth Management Services and Investment Advisory Services, with a differentiating Values-Driven Investing module that constructs in-house portfolios aligned to both financial goals and client beliefs. Technology is intentionally minimal — the firm relies on direct advisor-client relationships supported by a third-party client portal (yhlsoft) for ongoing engagement — and there is no proprietary platform, app, or AI-driven tooling.

The business model is a recurring fee-only advisory revenue stream priced on a personalized basis (specific fee tiers are not publicly disclosed), with a relationship-driven go-to-market executed through direct outreach (phone, email, scheduled meetings), professional networking, community involvement, and organic social channels (LinkedIn, Facebook, Instagram). The three-person advisory team — Founder & CEO Conner Combs, Founder & Chairman Pat Combs, and Wealth Advisor Chris Scott — drives client acquisition and service delivery, with geographic reach concentrated in the Southwest US. No external funding, institutional investors, or M&A activity is recorded.

Name

Combs Capital Partners

Legal name

COMBS CAPITAL PARTNERS LLC

Website

https://combscp.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Combs Capital Partners is a fee-only Registered Investment Advisor founded in 2020 that provides holistic wealth management and investment advisory services under a fiduciary standard to families, business owners, executives, athletes, and retirees in Texas and Louisiana.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Retirement planning

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-only registered investment advisor providing holistic wealth management services. The firm operates under a fiduciary standard with no commissions or hidden costs, charging transparent fees for investment advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Combs Capital Partners is a fee-only Registered Investment Advisor that delivers holistic wealth management and investment advisory services to individuals and families. Its offerings include comprehensive financial planning, in-house values-driven portfolio construction, retirement and legacy planning, and business succession/exit planning. Services are provided on a fiduciary basis with transparent fees and no commissions, targeted at business owners, executives, high-income earners, and retirees.

Product overview

Combs Capital Partners is a wealth management firm offering a unified suite of financial services centered on holistic wealth management and investment advisory. The core offering consists of comprehensive Wealth Management Services supported by Investment Advisory Services (provided as a Registered Investment Advisor in Texas and Louisiana), with Values-Driven Investing as a distinguishing module that incorporates clients' personal values into portfolio construction. The firm operates on a fee-only basis with a fiduciary standard, serving high-net-worth individuals, athletes, influencers, executives, and retirees.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Comprehensive financial planning and wealth management services for individuals and families at various life stages — including Builders & Operators, High Earners & Emerging Wealth, and Retirees & Pre-Retirees — covering investment planning, retirement, succession, exit, and legacy planning.
• Investment Advisory Services Registered Investment Advisor services offering fee-only investment management, portfolio construction aligned with client financial goals and values, and fiduciary-based financial advice delivered as ongoing advisory engagements.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Halbert Hargrove: A long-tenured, fee-only fiduciary RIA serving HNW individuals and families, with comparable holistic wealth planning, transparent fee structure, and multi-generational client stewardship focus.
• Ritholtz Wealth Management: A fee-only RIA serving HNW individuals and families with bespoke portfolio management and financial planning. Comparable in fee-only fiduciary positioning, values-driven investing emphasis, and direct advisor-client relationships.
• Buckingham Strategic Wealth: A national fee-only RIA delivering evidence-based investment management and comprehensive financial planning to HNW individuals and families. Closely aligned in fiduciary-only positioning and holistic planning approach.
• Arkos Global Advisors (formerly Archetype Wealth Partners): The former employer of both Conner and Pat Combs; a Dallas-based wealth advisory firm offering financial planning and investment management to HNW families and business owners, with a closely overlapping client focus and service model.

Broad incumbents

• Mercer Advisors: A national registered investment advisor providing comprehensive wealth management and financial planning to HNW families. Comparable holistic planning positioning but operates at significantly larger scale via roll-up acquisitions.
• Focus Financial Partners: A leading partnership of independent RIAs and wealth management firms, providing capital, technology, and operational support. Represents a potential acquirer or partner for Combs and embodies the consolidation dynamic in the RIA space.
• Mariner Wealth Advisors: A large national RIA providing holistic financial planning, investment management, and family office services to HNW clients. Represents the roll-up consolidation threat Combs faces, with vastly larger scale and service breadth.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management including financial planning, investment management, and tax services to HNW clients. Represents the scale and breadth Combs would compete against or potentially partner with over time.
• Carson Wealth (formerly Carson Group): A national wealth management firm offering financial planning and investment advisory to HNW clients, with a strong advisor-support ecosystem. Comparable in serving financial planners but at much greater scale.

Emerging players

• Facet Wealth: A tech-enabled fee-only RIA offering flat-fee financial planning and investment management to HNW clients virtually. Comparable in fiduciary, transparent-fee positioning but with a digital-first delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/CombsCapitalPartners
• LinkedInlinkedin.com/company/combs-capital-partners
• Instagraminstagram.com/combscapitalpartners/?hl=en

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Combs Capital Partners