WOMACK INVESTMENT ADVISERS, INC

RIASEC Registered

Total AUM

$95.3M

Discretionary

$81.3M

85% of AUM

Avg account

$232K

Accounts

410

Employees

Advisory reps

Firm details

Headquarters: EDMOND, Oklahoma
CRD number: 118081
Website: womackadvisers.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.31%
Individuals41.53%
Pension & Profit Sharing Plans3.65%
Charitable Organizations2.52%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Womack Investment Advisers, Inc. is an independent, individually owned registered investment adviser organized as a corporation. The firm serves individual and family clients and also operates as an insurance broker. It acts as a capital allocator, combining portfolio management and financial planning with supplemental services such as pension consulting, manager selection, publication of periodic newsletters, and educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an ESG-focused investor.