Womack Financial LLC
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
FINTRXOverview
Womack Financial LLC is an SEC-registered advisory firm (registered in 2024) organized as a limited liability company and structured as a hedge-fund-style manager. The firm serves both individual and family clients as well as institutional investors, offering portfolio management for individuals/small businesses and for pooled investment vehicles. It operates under an owner-type of “Individual” and uses a mix of fee arrangements, including percentage-of-AUM fees, fixed fees, and performance-based fees. Womack does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Public Funds/Mutual Funds7%
- Private Funds6%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Joshua Womack
Investment ManagerCRD 5729091
Laura Cordell
Director of OperationsCRD 5582361
Madelyn Murray
Associate Financial AdvisorCRD 8060413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$90.4M in ETFs
96%
$86.7M
4%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US MID-CAP ETF (SCHM) | Schwab | Passive | Mid Cap Blend | $17M | 499,879 | 18.81% |
Location
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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