Paul Comstock Partners
TL;DR
Paul Comstock Partners was established in 1983 as a fee-only investment, wealth and fiduciary advisory firm for individuals, foundations and ultra-high-net-worth families, and is employee-owned.
$2.8 billion
Regulatory AUM
As of ADV filing 2026-05-22
120
Accounts / Clients
109 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
16
Team Size
employees, 11 advisory
42 yrs
Years Registered
First registered 1984
About Paul Comstock Partners
Paul Comstock Partners was established in 1983 as a fee-only investment, wealth and fiduciary advisory firm for individuals, foundations and ultra-high-net-worth families, and is employee-owned.
Office: 1177 West Loop South, Suite 1500, Houston, TX 77027.
Best for: families and foundations above $10M wanting a fee-only fiduciary consulting team
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD105335
RegistrationSEC-registered
First registration1984
Regulatory AUM$2.8 billion
ADV filing date2026-05-22
Accounts120
Clients109 individual and high-net-worth clients
Employees16
Advisory employees11
Fee modelFee-only per its own ADV 2A; consulting is its only revenue
Minimum$10,000,000 in assets for new clients, exceptions at its discretion (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA and CFP named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 105335, as of ADV filing 2026-05-22, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Houston, TX (2026): rank 4 of 10
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