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WOMACK FINANCIAL LLC
CRD 174873File 801-130892
APPROVED
Retail clients
Custody
Filing as of May 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$164.7M
Bottom 25% of cohort (national)
Discretionary AUM
$164.7M
Clients
141
556 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 9, 2024
- Principal office
- 9850 N. CENTRAL EXPY, SUITE 230, DALLAS, TX, 75231
- Phone
- 214-843-0070
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $164.7M
- Discretionary AUM
- $164.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 556
- Non-discretionary accounts
- 0
- Total accounts
- 556
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $131.2M |
| Pooled investment vehicles | 1 | $9.7M |
| Individuals (other than high net worth individuals) | 80 | $23.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.