WOMACK FINANCIAL LLC

WOMACK FINANCIAL LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 174873). Regulatory assets under management: $164.7M.

Registration

• CRD: 174873
• SEC file number: 801-130892
• Type: Registered investment adviser
• Location: 9850 N. CENTRAL EXPY, SUITE 230, DALLAS, TX, 75231
• Phone: 214-843-0070
• Latest filing: 2026-05-21
• Regulatory AUM: $164.7M
• Discretionary AUM: $164.7M
• Clients: 3
• Accounts: 556

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174873 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search