Data / Investment advisers / Texas / Womack Financial LLC
Womack Financial LLC, Dallas, TX: $165 million AUM, SEC registered investment adviser
Womack Financial LLC is an SEC registered investment adviser with its main office in Dallas, Texas and reports $165 million in regulatory assets under management in its Form ADV filed May 21, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 174873
- SEC file number
- 801-130892
- SEC status
- Approved, effective August 9, 2024
- Main office
- 9850 N. Central Expy Suite 230, Dallas, TX 75231
- Phone
- (214) 843-0070
- Website
- womackfinancial.com
- Regulatory AUM
- $164,669,645 in the Form ADV filed May 21, 2026
- Discretionary AUM
- $164,669,645
- Accounts
- 556
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $9,651,874
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $131.2 million |
| Individuals (other than high net worth individuals) | 80 | $23.9 million |
| Pooled investment vehicles | 1 | $9.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $164.7 million | March 28, 2026 |
| December 1, 2025 | $132.6 million | February 18, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| QMP Management, LLC | Dallas | $174.3 million | 2 | adviserinfo.sec.gov |
| Cain Capital Management, LP | Dallas | $171.2 million | 11 | adviserinfo.sec.gov |
| RWR Investments LLC | Dallas | $170.9 million | 1 | adviserinfo.sec.gov |
| Ecp Investment Advisors LLC | Dallas | $167.7 million | 13 | adviserinfo.sec.gov |
| Schlindwein Associates LLC | Dallas | $167.1 million | Not listed | adviserinfo.sec.gov |
| Maple Park Capital | Dallas | $162.2 million | 2 | adviserinfo.sec.gov |
| Scherer Financial Advisory Services, LLC | Dallas | $158.3 million | Not listed | adviserinfo.sec.gov |
| Uptown Capital Advisors | Dallas | $153.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Womack Financial LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.