Kevin Womack
Bryn Mawr Investments · Secane, Pennsylvania
Kevin Womack is a fee-only financial advisor at Bryn Mawr Investments in Secane, Pennsylvania. Bryn Mawr Investments reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Bryn Mawr Investments |
|---|---|
| Based in | Secane, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $10K across 2 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7968592 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Kevin
Is Kevin Womack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Bryn Mawr Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Bryn Mawr Investments, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Kevin Womack based?
Kevin Womack is based in Secane, Pennsylvania.
Is Kevin Womack registered with the SEC?
Yes. Kevin Womack is registered as an investment adviser representative in PA (CRD 7968592), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bryn Mawr Investments manage?
Bryn Mawr Investments reports $10K across 2 accounts in assets under management.
How do I contact Kevin Womack?
Contact details aren't on file yet. Search for Bryn Mawr Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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