Womack Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$155,017,771
Clients
140
Advisors
3
of 3 employees
About
Womack Financial LLC provides discretionary portfolio management and retirement-plan advisory services for individual and high‑net‑worth clients, and also acts as investment manager and sponsor for a private pooled vehicle organized as a limited partnership. The firm’s service mix therefore includes individual portfolio management, plan consulting and administration, and management of a private placement fund governed by a partnership agreement and offering memorandum.
The firm employs a mix of fundamental and quantitative analysis and favors a long‑term, equity‑oriented approach for managed accounts, documenting client goals and risk tolerance in investment policy statements and conducting regular monitoring and rebalancing. For its private partnership, investment decisions are discretionary and emphasize concentrated investments in smaller‑capitalization U.S. equities, with the flexibility to use ETFs, ADRs and other instruments as part of the strategy.
What is distinctive is the firm’s dual role as both adviser to individual portfolios and sponsor/manager of a private fund—an arrangement that involves performance‑based compensation for eligible investors and side‑by‑side allocation issues the firm discloses and seeks to manage through allocation policies and high‑water‑mark accounting. The firm also discloses governance and operational practices tied to the fund (audited financials for limited partners, potential fee waivers for related persons, and direct holding of certain private assets), which differentiate its structure and conflicts‑management practices from many peers.
Client services
Expertise
Occupation focus
Fee options
$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+: 0.25%
For Partnership clients: Management Fee of either 2.5% annually (non-Qualified Investors) or 1.25% annually (Qualified Investors) plus a 15% performance allocation on net profits with high-water mark provision; fees payable quarterly in advance.
Account minimum: $102,000 for Managed Portfolio Service accounts; $50,000 minimum for Partnership investment (may be waived at discretion) Minimum fee: Minimum quarterly fee of $255 for any household with less than $102,000 AUM Fee-only: Annual fee between 0.25% and 1.00% of assets under management for Portfolio Management Services; 0.75% per annum for retirement plan consulting advice
Main office
9850 N. Central Expy, Suite 230
Dallas TX 75231
Advisors at this office
3
Most active in
Texas
Also doing business as
Womack Financial LLC · Womack Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
Madelyn M
CFP®
Dallas, TX
Womack Financial LLC
Madelyn Murray is a CFP® professional with one year of experience at Womack Financial LLC in Dallas, TX. Prior to joining Womack Financial, she worked at Rockbridge Investment Management, LLC for two years. Her background also includes roles outside the financial industry, including time at Red Jug Pub and Sapori. Womack Financial LLC provides discretionary portfolio management and retirement-plan advisory services to individuals and high-net-worth clients, while also managing a private pooled investment vehicle. The firm combines fundamental and quantitative analysis with a long-term, equity-oriented investment approach and maintains distinct governance and operational practices for its private fund.
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