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PAUL COMSTOCK PARTNERS

SEC Registered

Making wealth decisions clearer.

HOUSTON, TXhttps://paulcomstockpartners.com713-977-2694
Assets Under Management
$1B–$5B
Employees
15
Office Locations
1 office
Total Accounts
120

About the firm

Comstock is an employee-owned firm based in Houston, TX that has been providing independent, objective advice to individuals and families across the country for more than 40 years. Their client-centered analysis helps bring clarity to complexity in wealth management, investment, and succession planning.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingState/Municipal

Areas of expertise

Wealth ManagementIndependent AdvisoryInvestment ServicesStrategic PlanningSuccession PlanningFamily OfficesPortfolio AnalysisFiduciary CounselNext-gen BeneficiariesMarket Commentary

Services

Present Position Analysis (flat-fee exhaustive portfolio analysis), Strategic Planning (organization of family financial capital for generational results), Investment Services (portfolio programs seeking enhanced returns while reducing risk), and a Beneficiary Boot Camp training program for next-generation beneficiaries.

wealth_management

Who they serve

Individuals, families, fiduciaries, and their advisors, including family offices and next-generation beneficiaries.

Client segmentClientsAssets managed
High Net Worth Individuals109$2.3B
State/Municipal Entities11

3 total clients reported on Form ADV.

Leadership

Paul Leon Comstock
CHAIRMAN OF THE BOARD
Stephen Carpenter Browne
SENIOR VP - CIO - CHIEF COMPLIANCE OFFICER
Karen Margaret Mcneil
SEC/TREAS - COMPLIANCE ADMINISTRATOR
Nancy Beth Savoie
PRESIDENT
Alison Comstock Moss
VICE PRESIDENT

Office locations

1 office in 1 state
TX
HOUSTONHQ

Advisors at this firm

13 advisors in the directory

Regulatory & compliance

CRD number
#105335
SEC Number
801-22496
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $10,000,000 (waivable)

Data as of April 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PAUL COMSTOCK PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

PAUL COMSTOCK PARTNERS in HOUSTON, TX | AdvisorFinder