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 LLC-classified hedge fund that completed SEC registration in 2024 and is owned by an individual. The firm serves both individual and family clients and institutional investors, providing portfolio management for individuals/small businesses as well as for pooled investment vehicles. Fee arrangements include a percentage-of-assets component, fixed fees, and performance-based fees. Womack also acts as sponsor, general partner and managing member of pooled investment vehicles. It does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3Madelyn Murray
Associate Financial AdvisorCRD 8060413
LAURA CORDELL
Director of OperationsCRD 5582361
JOSHUA WOMACK
Investment ManagerCRD 5729091
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$80M in ETFs
96%
$76.4M
4%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US MID-CAP ETF (SCHM) | Schwab | Passive | Mid Cap Blend | $15.2M | 490,392 | 18.98% |
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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