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| Womack Financial LLC
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| CRD # | 174873 |
| SEC # | 801-130892 |
| CIK # | 0002107079 |
| AUM | 164.7 M (2026-05-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 214-843-0070 |
| Address | 9850 N Central Expy Dallas, TX 75231 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002107079 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Capital Southwest Corp | 5.1 | ||
| Markel Corp | 3.8 | ||
| Triumph Bancorp Inc | 3.1 | ||
| Apple Inc | 2.8 | ||
| Nvidia Corp | 2.1 | ||
| Alphabet Inc | 2.1 | ||
| Broadcom Inc | 2.0 | ||
| Wabash National Corp /DE | 2.0 | ||
| Microsoft Corp | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| Amazon Com Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.4 | ||
| Business First Bancshares Inc | 1.4 | ||
| Goldman Sachs Group Inc | 1.3 | ||
| Tesla Motors Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Womack Capital Partners LP | [2024-07-10] | 9.7 M | |
| Offered $1,000,000 · Filed 2016-04-15 (D) · Exemption 505 · Minimum $50,000 · Remaining $1,000,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 23.9 |
| (b) Individuals (high net worth individuals) | 60 | 131.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 9.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 556 | 164.7 |
| By Discretionary | ||
| Discretionary | 556 | 164.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 556 | 164.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.7 | |
| Total | 556 | 164.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Joshua Womack | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107079] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
|
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