Patrick Combs
Combs Capital Partners · Southlake, Texas
Patrick Combs is a fee-only financial advisor at Combs Capital Partners in Southlake, Texas. Combs Capital Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Patrick →
Facts
| Firm | Combs Capital Partners |
|---|---|
| Based in | Southlake, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $91.4M across 188 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 2720909 |
| Exams passed | Series 63 (2005) · Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Profile |
How Patrick's firm compares
- Combs Capital Partners's average account is about $486,000, from its Form ADV (assets managed divided by 188 accounts).
Request an introduction to Patrick
Tell Patrick a little about what you're looking for. Patrick isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Patrick
Is Patrick Combs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Combs Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Combs Capital Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Combs based?
Patrick Combs is based in Southlake, Texas.
Is Patrick Combs registered with the SEC?
Yes. Patrick Combs is registered as an investment adviser representative in LA and TX (CRD 2720909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Combs Capital Partners manage?
Combs Capital Partners reports $91.4M across 188 accounts in assets under management.
How do I contact Patrick Combs?
Contact details aren't on file yet. Search for Combs Capital Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Southlake
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.