Osaic Wealth
46yrs
Top advisor by experience in Southlake
21yrs
Based in Southlake, Texas, Patrick Combs is a fiduciary financial advisor with 21 years of industry experience. Patrick has been with Combs Capital Partners since 2020; before that, Patrick spent three years at Arkos Global Advisors and a year at Solutions 4 Wealth. Combs Capital Partners offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 68% of advisors in Texas
OfficeSouthlake, TX
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$661,990
Advisors at the firm3
States licensed ?1 state
Services through Combs Capital Partners
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowCombs Capital PartnersCurrent firm
- 2017 – 2020Arkos Global Advisors, LLCPreviously
- Apr 2016 – Sep 2017Solutions 4 WealthPreviously
- Mar 2016 – Apr 2016Westpark Wealth Advisors, Inc.Previously
- 2009 – 2016Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Jun 2005 – Apr 2007Morgan Stanley DW Inc.Previously
Contact Patrick
(940) 765-9206Combs Capital Partners main office Southlake, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Combs Capital Partners at (940) 765-9206 and ask for Patrick Combs. Patrick works from the Southlake, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2005, about 21 years. More experience than 68% of advisors in Texas.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Combs Capital Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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