$95.3M Total AUM
$81.3M Disc. AUM
-- 3Y CAGR
3 Employees
175 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Gemini Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-06-2000
- Office Locations
- 2
Office Locations
1366 E 15th ST Edmond OK
-- Indianapolis IN
About Womack Investment Advisers, INC
Womack Investment Advisers is an independent, fee-only fiduciary planning and portfolio management firm based in Edmond, Oklahoma. The team provides personalized investment advice, risk management, and goal-driven retirement and estate planning strategies to help clients protect and grow long-term wealth. Founder Greg Womack has 30+ years' experience and has been featured in Barron's, The Wall Street Journal, and CNBC.
Team overview
60 AVG AGE
$31.8M AVG AUM / ADVISOR
$544.6K AVG AUM / CLIENT
20 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
GREGORY KENT WOMACK
Chief Compliance Officer, Owner, President
- CRD
- #1858242
- Ownership
- 75% or more
Available
Available
Available
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JEFFREY SCOTT BEATTIE
--
- CRD
- #4696733
Available
Available
Available
R
RICHARD ALAN FEELY
Advisor
- CRD
- #5606451
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,278,066 | $136,933 |
| Non-Discretionary | $14,022,631 | -- |
| Total | $95,300,697 | $136,933 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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