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Womack Investment Advisers, Inc

Updated today

Client assets under management

$89,425,817

Clients

171

16% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

57

Typical

Average account size

$522,958

About

Womack Investment Advisers provides discretionary portfolio management, financial planning, wealth management and consulting primarily for individual and high-net-worth clients as well as small businesses, trusts and charitable organizations. The firm offers model-based programs (CORE and Specialty model portfolios), a third‑party manager selection service, and a separately managed Individual Stocks and Options Program for clients who want individualized equity and options exposure.

The firm constructs portfolios using a mix of individual securities, mutual funds and ETFs informed by fundamental and technical analysis, a client risk questionnaire, and periodic rebalancing to targeted allocations; it also uses selected sub‑advisers and third‑party managers when appropriate. Advice and implementation ranges from multi‑fund, buy‑and‑hold CORE Models to customized Specialty Models and the ISOP, with ongoing account reviews and client reporting.

Compared with many peers, Womack explicitly offers educational seminars and publishes client materials (including book and small‑group study content) and discloses an affiliated publishing entity that produces those materials. The firm also discloses insurance‑related activities (some IARs are licensed to sell insurance and there is an affiliated insurance entity) and the use of options and other derivative strategies in separately managed accounts (including covered calls and cash‑covered puts), features that are uncommon among similarly sized supported advisory firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Consulting

Expertise

Options & derivatives strategies Real estate investing Wealth management Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Consulting flat fees range between $200 and $50,000; Seminar fees $500 to $10,000 flat fee

Percentage

$0 - $250,000: 1.5% annually $250,001 - $1,000,000: 1.25% annually $1,000,001+: 0.65% annually

Project-based

Financial Planning $100 to $500 per hour; Consulting $200 to $750 per hour

Other

Account minimum: $100,000 Fee-only: Financial Planning fees based on hourly rates from $100 to $500; Wealth Management fees range from 0.25% to 1.00% annually; Consulting fees hourly $200 to $750 or flat fees $200 to $50,000; Fees are negotiable.

Main office location

Womack Investment Advisers, Inc

1366 E 15 Th St

Edmond OK 73013, United States

Number of offices

2

Most active in

California · Illinois · Indiana · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Richard F

Series 65

Indianapolis, IN

Womack Investment Advisers, Inc

Richard Feely is a Series 65-licensed advisor with Womack Investment Advisers, Inc., based in Indianapolis, IN. He has 17 years of industry experience and has been with Womack since 2009. In addition to his advisory role, Feely is a physician and president of multiple healthcare-related businesses, including an osteopathic medical practice and a concierge medicine service, as well as an online test preparation company for acupuncture and Oriental Medicine licensing exams. Womack Investment Advisers is a fee-based team with four advisors managing approximately $76 million for about 167 clients. The firm serves individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations, using a combination of fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct and manage portfolios.

Options & derivatives strategies Real estate investing Wealth management Cash flow / budgeting Founder/Business Owner Retired
user avatar

Gregory W

Series 63, Series 65

Edmond, OK

Womack Investment Advisers, Inc

Gregory Womack is a financial advisor at Womack Investment Advisers, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously been involved with firms including Trinity Capital Asset Management and Constellation Group. Outside of advisory services, he is active in several entrepreneurial ventures, including publishing rural community yellow pages through Red Book Publishing Company, Inc., and developing solar-powered real estate projects with OK Sun Power, LLC. Womack Investment Advisers is a fee-based team with four advisors serving individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a multi-fund manager approach combining fundamental and technical analysis, risk-profiling tools, and derivatives strategies, and offers services including discretionary portfolio management, financial planning, and individualized stock and options management.

Options & derivatives strategies Real estate investing Wealth management Cash flow / budgeting Founder/Business Owner Retired
user avatar

Jeffrey B

Series 63, Series 65

Edmond, OK

Womack Investment Advisers, Inc

Jeffrey Beattie is a financial advisor with Womack Investment Advisers, Inc., holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Womack Investment Advisers since 2006 and has prior experience with Trinity Global Partners and related entities. Outside of his advisory work, he serves as a part-time police officer with the West Terre Haute Police Department. Womack Investment Advisers is a fee-based team of four advisors managing approximately $76 million for individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct portfolios, offering discretionary management, model portfolios, stock and options programs, and financial planning services.

Options & derivatives strategies Real estate investing Wealth management Cash flow / budgeting Founder/Business Owner Retired
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