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PAUL COMSTOCK PARTNERS

HOUSTON, TX · CRD 105335 · IAPD ↗ · paulcomstockpartners.com · 713-977-2694

$2.80BRegulatory AUM
11Advisory reps
16Employees
3Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — PAUL COMSTOCK PARTNERS reported RAUM up 25% ($2.24B -> $2.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2026 — PAUL COMSTOCK PARTNERS grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — PAUL COMSTOCK PARTNERS reported RAUM down 29% ($2.86B -> $2.03B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2024 — PAUL COMSTOCK PARTNERS notice-filed in CO, CT, DE, FL, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.