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| Financial Gravity Asset Management Inc
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|---|---|
| CRD # | 144008 |
| SEC # | 801-109923 |
| CIK # | 0001377167, 0001741736 |
| AUM | 523.4 M (2025-12-23) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 800-920-9722 |
| Address | 2501 Ranch Road 620 S Austin, TX 78734 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Novartis AG | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,374 | 265.3 |
| (b) Individuals (high net worth individuals) | 144 | 258.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,610 | 523.4 |
| By Discretionary | ||
| Discretionary | 2,610 | 523.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,610 | 523.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 523.4 | |
| Total | 2,610 | 523.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001377167] | |
| 10-Q | [0001377167] | |
| 13F-HR | [0001377167] | |
| 3 | [0001377167] | |
| 4 | [0001377167] | |
| 5 | [0001377167] | |
| 8-K | [0001377167] | |
| D | [0001377167] | |
| SC 13G | [0001377167] | |
| 13F-HR | [0001741736] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Vandestadt Keith A | Financial Gravity Companies Inc | [2016-11-16] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-09-26 | Buy | 600 | $0.13 | 78 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-09-21 | Buy | 830 | $0.11 | 91 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-09-20 | Buy | 9,299 | $0.10 | 930 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-09-20 | Buy | 9,336 | $0.10 | 934 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-09-06 | Buy | 12,059 | $0.09 | 1,085 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-09-06 | Buy | 12,058 | $0.09 | 1,085 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-08-22 | Buy | 3,000 | $0.09 | 270 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-08-18 | Buy | 5,685 | $0.12 | 682 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-08-18 | Buy | 43 | $0.10 | 4 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-08-18 | Buy | 8,347 | $0.11 | 918 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-08-03 | Buy | 7,259 | $0.14 | 1,016 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-08-03 | Buy | 7,530 | $0.13 | 979 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-07-19 | Buy | 10,000 | $0.10 | 1,000 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-07-19 | Buy | 9,900 | $0.10 | 990 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-07-18 | Buy | 700 | $0.10 | 70 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-07-10 | Buy | 11,950 | $0.10 | 1,195 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-07-06 | Buy | 11,277 | $0.08 | 902 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-06-23 | Buy | 10,000 | $0.10 | 1,000 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-06-21 | Buy | 9,800 | $0.09 | 882 |
|
Prairie West Oil & Gas Ltd FGCO
Common Stock
|
2023-06-13 | Buy | 4,000 | $0.12 | 480 |
| showing 20 of 63 most recent transactions | |||||
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|---|---|---|
|
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NH | 524.4 M |
|
Mowery & Schoenfeld Wealth Management LLC
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IL | 524.4 M |
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Denver PWM LLC
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CO | 524.4 M |
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Pathway Financial Advisers LLC
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IN | 524.2 M |
|
Conifer Investments Ltd
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CT | 524.0 M |
|
DLK Investment Management
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|
CA | 524.0 M |
|
Convergence Investment Partners LLC
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|
FL | 523.6 M |
|
Churchill Financial Advisors LLC
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|
KY | 522.9 M |
|
Evergreen Advisors LLC
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|
TN | 522.8 M |
|
Delta Wealth Management
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522.5 M |