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Womack Financial LLC

● SEC registered since 2024CRD 174873SEC# 801-130892Dallas, TX
Export (members)
Ranks #5,283 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$132.6M
Fund GAV
$6M
Private funds
1
Employees
2
Accounts
507
Location
Dallas, TX

Womack Financial LLC assets under management

Womack Financial LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2024. It reports $132.6 million in regulatory assets under management and employs 2 people. Womack Financial LLC manages 1 private fund with combined gross assets of $6 million, including Womack Capital Partners, LP. By regulatory assets, it ranks 5,283 of 5,911 private fund managers.

Womack Financial LLC private funds

1 funds · $6M GAV
FundTypeGross assetsMin.
Womack Capital Partners, LPHedge$6M$50K

Womack Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Joshua Keith Womack ControlPrincipal, Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Womack Financial LLC manage?

Womack Financial LLC reports $132.6 million in regulatory assets under management on its Form ADV.

How many private funds does Womack Financial LLC manage?

Womack Financial LLC manages 1 private funds with combined gross assets of $6 million.

How many employees does Womack Financial LLC have?

Womack Financial LLC reports 2 employees.

Where is Womack Financial LLC located?

Womack Financial LLC is based in Dallas, TX and has been SEC-registered since 2024.

Does Womack Financial LLC disclose fund performance?

Womack Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4849 Greenville Ave., Suite 100-173, Dallas, TX 75206
Phone214-843-0070
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$132.6M
Non-discretionary$0
Total (RAUM)$132.6M

Service providers