Womack Financial LLC

Womack Financial LLC provides discretionary portfolio management and advisory services to individuals — including high‑net‑worth clients — and to employer‑sponsored retirement plans, typically documenting client goals and risk tolerance in an Investment Policy Statement. The firm also serves a pooled investment vehicle, Womack Capital Partners, LP, and reports roughly $164.7 million in discretionary assets under management across its client relationships.

For individual accounts WFLLC uses long‑term investment strategies supported by both fundamental and quantitative analysis and generally recommends custodians such as Charles Schwab or Altruist to hold client assets. As the investment manager to the Partnership, the firm focuses on concentrated equity investments in small‑, micro‑, and nano‑cap U.S. companies (generally $25 million to $4 billion market caps) and may hold less diversified portfolios, including ETFs and ADRs, when deemed appropriate.

The firm is notable among similarly sized supported advisers because it sponsors and advises a private pooled vehicle and employs performance‑based compensation for Partnership investors — including a management fee structure and a 15% performance allocation subject to a high‑water‑mark, as disclosed in the offering materials. Womack Financial discloses related‑party interests (an affiliated general partner and principal investments by firm personnel), states it may waive or reduce fees for related persons, and identifies policies and disclosure practices intended to address the resulting conflicts of interest.