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WOMACK INVESTMENT ADVISERS, INC
CRD 118081 · SEC 801-68170
1366 E 15TH ST, EDMOND, OK, 73013, United States
Phone
405-340-1717
Fax
405-340-6091
Registration
— (—)
Source
State registered
Total AUM
$95.3M
Discretionary AUM
$81.3M
Team
3 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $39.6M |
| High net worth individuals | 27 | $49.9M |
All web addresses on file
Official SEC filing: View on IAPD