Womack Investment Advisers, Inc.

Womack Investment Advisers, Inc. (CRD# 118081) is a financial advisory firm headquartered in Edmond, OK. They manage $49,643,475 in 400 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $124,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, IN, OK, TX

Financial Advisors at Womack Investment Advisers, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Gregory K. Womack
CRD#: 1858242
1366 E. 15th Street, Edmond, OK 73013
96
Wealthminder
score

Gregory Womack (CRD# 1858242) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 29 years of experience in the finance industry. Gregory Womack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard A. Feely
CRD#: 5606451
150 East Huron Street, Suite 1104, Chicago, IL 60611
93
Wealthminder
score

Richard Feely (CRD# 5606451) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Chicago, IL and has over 9 years of experience in the finance industry.

3
Caleb J. Dillard
CRD#: 6478861
1366 E. 15th Street, Edmond, OK 73013
88
Wealthminder
score

Caleb Dillard (CRD# 6478861) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 2 years of experience in the finance industry.

4
David J. Love
CRD#: 4788074
1366 E. 15th Street, Edmond, OK 73013
83
Wealthminder
score

David Love (CRD# 4788074) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 13 years of experience in the finance industry.

5
Jeffrey S. Beattie
CRD#: 4696733
1366 E. 15th Street, Edmond, OK 73013
48
Wealthminder
score

Jeffrey Beattie (CRD# 4696733) is an Investment Advisor Representative working at Womack Investment Advisers, Inc. in Edmond, OK and has over 10 years of experience in the finance industry.

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