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Conner Ryan Combs

Combs Capital Partners

Southlake, TX

CRD 6845555

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Employer firm

Combs Capital Partners CRD 310547

$91.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Combs Capital Partners

Southlake, TX • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-01-23
TX RA APPROVED 2020-09-16
  • LA RA
    APPROVED
    Since 2023-01-23
  • TX RA
    APPROVED
    Since 2020-09-16

Branch Locations

Southlake, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2017 → Present
    Archetype Wealth Partners, Llc
    Houston, TX
  • 08/2013 → 05/2017
    East Texas Baptist University
    Marshall, TX
  • 05/2016 → 12/2016
    East Texas Baptist University
    Marshall, TX
  • 08/2020 → Present
    Combs Capital Partners Llc
    Southlake, TX
  • 01/2021 → Present
    Combs Capital Group, Llc
    Southlake, TX
  • 07/2024 → Present
    So Sarah Rose Llc
    Dallas, TX
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-25
  • S65 Uniform Investment Adviser Law Examination
    2017-09-25

View on SEC IAPD

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