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Womack Financial LLC

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Client assets under management

$155,017,771

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Clients

140

43% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

70

High

Average account size

$1,107,270

About

Womack Financial LLC provides discretionary portfolio management and retirement‑plan advisory services to individuals and high‑net‑worth clients, and offers consulting to employer‑sponsored retirement plans. The firm also operates a private pooled investment vehicle and accepts qualified investors as limited partners.

WFLLC employs fundamental and quantitative analysis with a long‑term investment horizon, documenting client goals and risk tolerances in Investment Policy Statements and generally trading under discretionary authority. Its pooled vehicle emphasizes investments in small‑, micro‑ and nano‑cap equities and may use ETFs, REITs and private placements, with portfolios that can be relatively concentrated and less liquid than typical individual accounts.

Distinctive for a firm of its size, Womack both sponsors and serves as the affiliated investment manager and general partner to its private fund, and it uses performance‑based compensation arrangements for certain limited partners while disclosing and presenting performance information to prospective investors. The brochure discloses the resulting conflicts of interest — including material personal investments in the fund and the firm’s direct custody of certain private fund assets — and describes controls such as high‑water‑mark calculations and written policies intended to address those conflicts.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Private / alternative investments

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Fee options

Percentage

$100,000 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50% $5,000,001 - And Up: 0.25%

Performance-based

15% performance allocation on net profits for qualified Limited Partners in the Private Investment Fund (Partnership) with high water mark; 2.5% or 1.25% annual management fee depending on investor type.

Other

Account minimum: $102,000 Minimum fee: Minimum quarterly fee of $255 for accounts with less than $102,000 AUM. Fee-only: Portfolio management fees billed quarterly in arrears.

Main office location

Womack Financial LLC

4849 Greenville Ave., Suite 100 173

Dallas TX 75206, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 214-843-0070

Advisors at this firm

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user avatar

Laura C

Series 66

Dallas, TX

Womack Financial LLC

Laura Cordell is a financial advisor at Womack Financial LLC in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at CFO4LIFE, Ausdall Financial Partners, Inc., Vogel Financial Advisors, LLC, and Perryman Securities, Inc. Womack Financial LLC provides discretionary portfolio management and retirement-plan consulting primarily to individual and high-net-worth clients, as well as institutional plan sponsors. The firm uses a combination of fundamental and quantitative analysis with an emphasis on long-term equity strategies and manages a private pooled vehicle focused on U.S. small-, micro-, and nano-cap equities.

Active portfolio management Concentrated stock management Private / alternative investments
user avatar

Joshua W

Series 65

Dallas, TX

Womack Financial LLC

Joshua Womack is a financial advisor with Womack Financial LLC in Dallas, TX, holding a Series 65 designation and 16 years of industry experience. He has been with Womack Financial since 2009. Outside of his advisory role, he serves on the board of Pegasus Glass, LLC, a glass and mirror installation company. Womack Financial LLC provides discretionary portfolio management and retirement-plan consulting primarily to individual and high-net-worth clients, as well as institutional plan sponsors. The firm combines fundamental and quantitative analysis with a focus on long-term equity strategies and manages a private pooled vehicle investing in U.S. small-, micro-, and nano-cap equities.

Active portfolio management Concentrated stock management Private / alternative investments
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