# Comal Wealth Management

> Comal Wealth Management is a state-registered investment advisory firm in New Braunfels, TX, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 309352
- Filed as: COMAL WEALTH MANAGEMENT
- Legal name: Comal Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Braunfels, TX
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309352
- AdvisorCensus page: https://advisorcensus.com/firm/comal-wealth-management-new-braunfels-tx-309352

## Quick answers

**How is Comal Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Comal Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Comal Wealth Management located?**
Comal Wealth Management's principal office is in New Braunfels, TX, according to its Form ADV.

**Is Comal Wealth Management registered with the SEC or a state?**
Comal Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309352.

**How much does Comal Wealth Management manage?**
Comal Wealth Management reports $32,871,617 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Comal Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (20).

**Does Comal Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309352

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $32,871,617
- Discretionary: $32,871,617
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $8,132,164 |
| High net worth individuals | 20 | $24,739,453 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- comalwealth.com
- qualityretirement.substack.com
- substack.com/@benjaminscotthooper
- Facebook @ComalWealth
- Instagram @comalwealthmanagement
- LinkedIn @comal-wealthmanagement
- LinkedIn @benjamin-hooper-cfp®-cima®-rlp®-98629410

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Comal Wealth Management (CRD 309352): Form ADV filing data as of October 2026.