Joseph Houston Combest
Investment adviser representative at Second Line Capital, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Second Line Capital, LLCJan 2025 to now
- Combest Land and Cattle Company, LLCAug 2010 to now
- Combest Financial Services, Inc.Apr 2005 to now
- Capstone Triton Financial Group LLCSep 2022 to Dec 2024
- Hbwadvisory Services LLCJan 2020 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (OK).
Second Line Capital, LLC
$1.3BAssets managed
1,196Clients
24Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2265431
- Firm CRD
- 324386