Paul Comstock Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 15, 2026, reports $2.8B in regulatory assets under management, 15 employees, and 120 accounts.
Assets Under Management
$2.8B
Employees
15
Offices
--
Total Clients
120
Primary office
HOUSTON, TX
1177 WEST LOOP SOUTH, SUITE 1500, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.8% of total clients.
Top client categories% of clientsClients
1
HNWI
90.8%
109
2
Charitable
9.2%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of April 15, 2026
Discretionary9.3%
$260M
9% of total RAUM9.3%
Non-discretionary90.7%
$2.5B
91% of total RAUM90.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.8B
Total Accounts120
10Y AUM Change+$701M (+33.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee8:1
10Y Employee Change+7 (+87.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.