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Gregory Womack

Womack Investment Advisers, INC
38 Years of Experience
Edmond, OK
2 DisclosuresSells Insurance
View SEC Summary
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Gregory Womack is a registered investment advisor at Womack Investment Advisers, INC, based in Edmond, OK, with 38 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 171 clients with $95M in assets under management.

Womack Investment Advisers, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
171 clients
Average Client Portfolio
$557K average
Assets Under Management
$95.3M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.25%
$1M+0.65%

Rates apply to Womack Investment Advisers Core Models and Specialty Model Portfolios. The Individual Stocks and Options Program has a separate fee schedule starting at 2.25% for the first million. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1366 E 15th St, Edmond, OK, 73013

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2022
Final
Civil
August 2022
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory is involved in several business activities, including insurance sales through Womack Advisers, LLC, which takes a few hours per week. He also manages commercial real estate, consulting firms, a publishing company, solar power development, ranches/lodges, and mineral interests, each requiring minimal time or no additional time commitment.

Employment History
Current Registrations
Womack Investment Advisers, INC
April 2000 - Present · 26 yrs 6 mos
Previous Registrations
Trinity Capital Asset Advisors, LLC
January 2013 - November 2017 · 4 yrs 10 mos
Trinity Capital Asset Advisors, LLC
February 2010 - December 2012 · 2 yrs 10 mos
Cambridge Investment Research, INC.Broker
January 2007 - December 2009 · 2 yrs 11 mos
Financial Network Investment Corporation
January 1995 - December 2006 · 11 yrs 11 mos
Financial Network Investment CorporationBroker
November 1990 - December 2006 · 16 yrs 1 mo
Metlife Securities INC.Broker
August 1988 - November 1990 · 2 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
August 1988 - November 1990 · 2 yrs 3 mos
State Registrations5 states
CAILINOKTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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