Insights

Independent, fee-only Target firms seeking fiduciary, independent advisory services with a focus on alpha generation and cost-efficient beta exposure to attract high-net-worth individuals, families, and foundations.

Houston-focused Opportunity to engage regional family offices and institutions in Houston and Texas with tailored wealth management and investment research services, leveraging local reputation.

Recent leadership Leverage the appointment of a new Managing Director of Investment Research to approach firms needing enhanced research rigor, proprietary research capabilities, and scalable investment oversight.

Growing revenue With revenue in the one to ten million range, position services to scale for mid-market families and foundations looking for fee-only, independent guidance and modern investment oversight.

Tech-enabled advisory Highlight the firm’s tech stack and digital capabilities (WordPress, Elementor, Vimeo, HTTP/3) to appeal to clients seeking transparent, accessible, tech-enabled advisory experiences and secure communications.

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Paul Comstock Partners Tech Stack

Paul Comstock Partners uses 8 technology products and services including WordPress, Network Solutions, Shopify, and more. Explore Paul Comstock Partners's tech stack below.

Paul Comstock Partners's Email Address Formats

Paul Comstock Partners uses at least 1 email format:
Paul Comstock Partners Email FormatsExamplePercentage
First.Last@paulcomstockpartners.comJohn.Doe@paulcomstockpartners.com
100%

Frequently Asked Questions

What is Paul Comstock Partners's phone number?

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You can contact Paul Comstock Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Paul Comstock Partners's official website and social media links?

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Paul Comstock Partners's official website is paulcomstockpartners.com and has social profiles on LinkedIn.

How much revenue does Paul Comstock Partners generate?

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As of July 2026, Paul Comstock Partners's annual revenue is estimated to be $1M - $10M.

What is Paul Comstock Partners's NAICS code?

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Paul Comstock Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Paul Comstock Partners have currently?

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As of July 2026, Paul Comstock Partners has approximately 11 employees across 1 continents, including North America. Key team members include Director Of Portfolio Accounting: L. M., Operations Supervisor: J. C. and Office Manager: L. C. Explore Paul Comstock Partners's employee directory with LeadIQ.

What industry does Paul Comstock Partners belong to?

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Paul Comstock Partners operates in the Financial Services industry.

What technology does Paul Comstock Partners use?

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Paul Comstock Partners's tech stack includes WordPress, Network Solutions, Shopify, Barracuda Email Protection, Elementor, Priority Hints, Vimeo and HTTP/3.

What is Paul Comstock Partners's email format?

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Paul Comstock Partners's email format typically follows the pattern of First.Last@paulcomstockpartners.com. Find more Paul Comstock Partners email formats with LeadIQ.

When was Paul Comstock Partners founded?

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Paul Comstock Partners was founded in 1982.
Paul Comstock Partners logo

Paul Comstock Partners

Financial ServicesTexas, United States11-50 Employees

Paul Comstock Partners is a Houston-based financial services firm that has provided independent, fee-only financial advice and investment guidance since 1982 to individuals, families, foundations, and institutions. The firm emphasizes independent thinking grounded in industry best practices and proprietary research, supported by rigorous oversight to help clients pursue efficient access to market returns while seeking above-market results.

It operates in the wealth-management segment and is positioned as independent in its advisory approach, serving a diverse client base. It is based in Houston, Texas, and is described as a mid-sized firm. In January 2025, the firm announced the appointment of Marc Shmerling as Managing Director of Investment Research.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Paul Comstock Partners's revenue is estimated to be in the range of $1M - $10M

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