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COOMBE, BENDER & COMPANY, LLC

ELLENVILLE, NY · CRD 119983 · IAPD ↗ · coombebender.com · 845-647-4800

$247.0MRegulatory AUM
4Advisory reps
5Employees
7Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — COOMBE, BENDER & COMPANY, LLC (ELLENVILLE, NY) left the SEC roster (was $247.0M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
March 2024 — COOMBE, BENDER & COMPANY, LLC reported RAUM up 25% ($197.3M -> $247.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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