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Combs Capital Partners CRD 310547
$91.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Southlake, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2020-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Archetype Wealth Partners, Llc | Houston | TX | 08/2017 | Present |
| East Texas Baptist University | Marshall | TX | 08/2013 | 05/2017 |
| East Texas Baptist University | Marshall | TX | 05/2016 | 12/2016 |
| Combs Capital Partners Llc | Southlake | TX | 08/2020 | Present |
| Combs Capital Group, Llc | Southlake | TX | 01/2021 | Present |
| So Sarah Rose Llc | Dallas | TX | 07/2024 | Present |
1) Partners; Combs Capital Group, LLC; Investment Related: Yes; Location: 203 Timber Lake Way, Southlake, TX, 76092; Description of the business: General Partner in Alternative Investment Vehicles; Responsibilities Duties: Vetting alternative investment opportunities; Start date with business: 2021-01-01; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 5. 2) So Sarah Rose LLC; Investment related: No; Location: 3469 Saint Cloud Circle Dallas TX 75229; Description of the business: So Sarah Rose is a small business owned by Sarah Rose Combs (Conner's spouse). Sarah Rose is a content creator and influencer and uses her social media platforms to promote various products and services on behalf of brands.; Position Title: CFO; Responsibilities Duties: My job is to maintain financial records, process payroll, and maintain Sarah Rose's solo 401(k).; Start date with business: 2024-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 15.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-25 |
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