Unclaimed Profile

Gregory Kent Womack

WOMACK INVESTMENT ADVISERS, INC·EDMOND, Oklahoma

Series 6, Series 7, Series 24, Series 51, Series 63, Series 6531 years registeredWOMACK INVESTMENT ADVISERS, INC

1366 E. 15TH STREET, EDMOND, OK 73013CRD# 1858242Firm CRD# 118081

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Kent Womack · EDMOND, OK

Registration

CRD #1858242 · WOMACK INVESTMENT ADVISERS, INC · 31 years registered

Brand Profile

Not yet started

Career History

WOMACK INVESTMENT ADVISERS, INC

Apr 2000 – present

TRINITY CAPITAL ASSET ADVISORS, LLC

Jan 2013 – Nov 2017

EDMOND, OK

TRINITY CAPITAL ASSET ADVISORS, LLC

Feb 2010 – Dec 2012

EDMOND, OK

FINANCIAL NETWORK INVESTMENT CORPORATION

Jan 1995 – Dec 2006

EDMOND, OK

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · January 24, 1995

Years registered · 31

Disclosure History

2022Civil·Final

2022Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WOMACK INVESTMENT ADVISERS, INC

CRD 118081 · SEC 801-68170

AUM

$50M

Regulatory assets under management

Employees

362 client accounts

Services offered by WOMACK INVESTMENT ADVISERS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WOMACK INVESTMENT ADVISERS, INC →

Introduction

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Frequently Asked Questions

What services does Gregory Kent Womack offer?

Gregory Kent Womack specializes in Financial Planning, Investment Management. Contact their office in EDMOND, Oklahoma for a consultation.

What are Gregory Kent Womack's credentials?

Gregory Kent Womack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Kent Womack located?

Gregory Kent Womack is based in EDMOND, Oklahoma, working with WOMACK INVESTMENT ADVISERS, INC. Their office serves clients in the EDMOND metropolitan area and surrounding communities.

How does Gregory Kent Womack charge for services?

Gregory Kent Womack's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOMACK INVESTMENT ADVISERS, INC?

WOMACK INVESTMENT ADVISERS, INC has approximately 6 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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