Womack Financial LLC

RIASEC RegisteredEst. 2024
Total AUM
$165M
Discretionary
$165M
100% of AUM
Avg account
$296K
Accounts
556
Employees
3
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
174873
Registered since
August 9, 2024
Website
www.womackfinancial.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI79.65%
  • Individuals14.49%
  • Pooled Investment Vehicles5.86%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Womack Financial LLC is a privately held LLC that operates as a hedge-fund-style adviser working with both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and also manages pooled investment vehicles, acting at times as sponsor, general partner or managing member of those vehicles. Its client fee arrangements include asset-based fees, fixed fees and performance-based compensation. The adviser does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Public Funds/Mutual Funds 7%, Private Funds 6%, Cash & Cash Equivalents 1%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds7%
  • Private Funds6%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Madelyn Murray

    Madelyn Murray

    Associate Financial AdvisorCRD 8060413

  • Laura Cordell

    Laura Cordell

    Director of OperationsCRD 5582361

  • Joshua Womack

    Joshua Womack

    Investment managerCRD 5729091

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$89.4M in ETFs

Passive

96%

$85.8M

Active

4%

$3.6M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US MID-CAP ETF (SCHM)SchwabPassiveMid Cap Blend$17.9M486,44320.07%
Unlock additional holdings →

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
9850 N Central Expy
Time zone
CT (UTC-6)
Office locations

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