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Combs Capital Partners: An Overview

Combs Capital Partners is a financial firm dedicated to managing the complex financial lives of business owners and executives, guiding them from the initial stages of their ventures to successful transitions. They also cater to the unique needs of those in the entertainment industry, helping them capitalize on their brand and following, as well as high-net-worth individuals who have accumulated significant savings.

A Client-Centric Approach

Combs Capital Partners emphasizes a team-oriented approach to wealth management. They believe that managing finances, like running a business, is a collaborative effort that requires a dedicated team. Their goal is to be an integral part of their clients' teams, helping them build a lasting legacy. The firm aims to protect and grow assets, allowing clients to focus on their priorities.

Services Tailored for Specific Needs

Combs Capital Partners offers services tailored to specific client groups:

  • Business Owners and Executives: They provide comprehensive financial management, understanding the challenges that come with building and running a business.
  • Entertainment Professionals: They understand the unique financial landscape of those in the entertainment industry and help them leverage their brand and following.
  • High-Net-Worth Individuals: They focus on protecting and growing accumulated wealth, allowing clients to focus on what matters most to them.

Key Personnel

Combs Capital Partners is led by a team of experienced professionals:

Conner Combs: Conner graduated from East Texas Baptist University with a BA in Business Administration and Accounting and went onto complete his MBA. He accomplished this in 4 years while playing baseball for ETBU and became only the second player in NCAA history to be named Academic All-American of the year twice. Conner’s passion is to help others live out their purpose and he presses into the belief that stewardship involves all areas of life, not just financial. The same tireless work ethic he learned as a student-athlete carries over into his professional career. Conner resides in Dallas, Texas with his wife, Sarah Rose, and son, Caden.

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Pat Combs: Pat began his wealth management career at Morgan Stanley in 2005 where he quickly ascended to the top five percent of advisors in his first three years of business and was named as a 2015 Five Star Wealth Manager award winner in the Dallas-Fort Worth area. It was during this time that he discovered the power that an aligned team can bring to client relationships. Prior to his wealth management career, Pat spent 8 years playing professional baseball with the Philadelphia Phillies and Milwaukee Brewers. Pat was drafted in the first round of the 1988 MLB draft and represented Team USA in the 1988 Olympics. Pat lives in Southlake, Texas with his wife Christina. They have been married for 31 years and have three sons Carson, Conner and Casey and two daughters-in-law, Sarah Rose and Alexa, and one grandson, Caden. Pat is a Certified Kingdom Advisor and is active in his local church. His ongoing love of baseball inspires him to serve as Chairman of Unlimited Potential, a baseball ministry for pro players, and as a board member for Fellowship of Christian Athletes, the Baylor “B” Letterwinners Association and Sports Challenge.

Chris Wallace: Chris began a career in the financial services industry in 2022 after completing his Series 65 Uniform Investment Advisor Law Exam. Among other interests, Chris is an avid outdoorsman who enjoys hunting, fishing, and a round of golf. He and his wife Robin have three incredible children, Hunter, Katelynn, and Addisynn, all of whom keep Chris and Robin busy traveling to sports and dance events and, now and then, a family vacation. Chris is passionate about serving others and seeing them grow to their full potential, whether in their faith, family, or finances.

Important Considerations

When evaluating financial firms, it's important to consider all available information and conduct thorough due diligence. Resources like Indyfin provide information on financial advisors, but it's crucial to understand the limitations of such platforms.

Indyfin's Role: Indyfin is an investor experience platform that matches investors with qualified financial professionals. It operates through subsidiaries like Respond and WiserAdvisor. It's important to note that Indyfin and its subsidiaries do not manage investor assets or provide financial planning advice beyond referring investors to professionals.

Information Verification: While Indyfin endeavors to verify certain information provided by financial firms and advisors, it cannot guarantee the accuracy or completeness of all information. Information reported in Form ADV and Form U4 has not been independently verified by Indyfin.

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Client Discretion: Clients retain the sole discretion to choose whether or not to retain a financial firm. Indyfin is not in a position to determine the suitability of a particular firm for an individual's specific financial situation.

Reviews and Ratings: Reviews and ratings by a firm's clients reflect their individual experiences and opinions. These may vary from client to client and should be considered as one factor among many when evaluating a financial firm.

Conflicts of Interest: Financial firms typically pay Indyfin fees for having advisor profiles on the platform. This creates a potential conflict of interest that prospective clients should be aware of.

Disclaimer of Warranties: Indyfin expressly disclaims all warranties regarding the accuracy and completeness of information provided on its platform.

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