CC
Conner R. Combs
COMBS CAPITAL PARTNERS
Southlake, TX
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CRD#: 6845555
CC
Professional summary
Conner Ryan Combs is a registered financial advisor currently at COMBS CAPITAL PARTNERS located in Southlake, Texas.
Conner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Conner has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Conner Ryan Combs's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 16, 2020 - Present
COMBS CAPITAL PARTNERS
RIA
CRD#: 310547
Southlake, TX
Past
September 25, 2017 - September 30, 2020
ARKOS GLOBAL ADVISORS, LLC
RIA
CRD#: 287466
HOUSTON, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(1/23/2023)
IAR
Texas(9/16/2020)
Current Firm
CC
COMBS CAPITAL PARTNERS
COMBS CAPITAL PARTNERS | COMBS CAPITAL PARTNERS LLC
CRD#: 310547 / SEC#:
Louisiana
Registered Investment Advisory firm - (1/23/2023 Approved)Texas
Registered Investment Advisory firm - (9/16/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Southlake, TX
Mailing Address
Phone number
(940) 765-9206
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 262 |
| AUM (Assets Under Management) | $ 59,438,028 |
Red Flags
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