Womack & Associates, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
11
Advisory reps
2

Firm details

Headquarters
Huntsville, Alabama
CRD number
136215
Fee structure
Hourly Charges, Other
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Womack & Associates, LLC is an Alabama-registered limited liability company owned by an individual. The firm’s primary activities center on accounting work and client education: it offers financial planning services and runs educational seminars and workshops. Its stated fee model is hourly (with other unspecified fee arrangements), which aligns with a service-oriented, advisory and consulting posture rather than a traditional asset-gathering, AUM-based model. The profile indicates the firm does not position itself as a capital allocator and is not identified as an active ESG investor. It is not characterized as a multi-state adviser and is not listed as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Stephanie Kingsford

    Stephanie Kingsford

    AssociateCRD 6822372

  • Lori Womack

    Lori Womack

    Managing MemberCRD 4603889

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Huntsville, AL

Madison

Location

Huntsville, AL

Headquartered in Huntsville, AL, anchoring the Huntsville-Decatur, AL metro in the South.

Metro area
Huntsville-Decatur, AL
Region
South
County
Madison
Address
4650 Whitesburg Dr Sw
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth