Firm profile

Paul Comstock Partners

HOUSTON, TXCRD 105335Latest ADV May 22, 2026

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
16
Offices
--
Total Clients
120
Primary office
HOUSTON, TX
1177 WEST LOOP SOUTH, SUITE 1500, HOUSTON, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOAlison C. Moss
CCOStephen C. Browne
CIOStephen C. Browne

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
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 May 22, 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.

Total 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 Employees16
Clients per Employee8:1
10Y Employee Change+8 (+100.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.