Womack Financial LLC
● SEC registered since 2024CRD 174873SEC# 801-130892Dallas, TX
Ranks #5,347 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$164.7M
Fund GAV
$9.7M
Private funds
1
Employees
3
Accounts
556
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 $164.7 million in regulatory assets under management and employs 3 people. Womack Financial LLC manages 1 private fund with combined gross assets of $9.7 million, including Womack Capital Partners, LP. By regulatory assets, it ranks 5,347 of 6,004 private fund managers.
Womack Financial LLC private funds
1 funds · $9.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Womack Capital Partners, LP | Hedge | $9.7M | $50K |
Womack Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Keith Womack Control | Principal, Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Womack Financial LLC manage?
Womack Financial LLC reports $164.7 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 $9.7 million.
How many employees does Womack Financial LLC have?
Womack Financial LLC reports 3 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
| Address | 9850 N. Central Expy, Suite 230, Dallas, TX 75231 |
| Phone | 214-843-0070 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164.7M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
AUM vs fund managersTop 89%
Larger than 11% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$164.7Mregulatory AUM
Discretionary $164.7M
Service providers
Auditor
Prime broker
Custodian
Administrator