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| Financial Gravity Family Office Services LLC
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|---|---|
| CRD # | 316024 |
| SEC # | 801-122258 |
| CIK # | |
| AUM | 590.5 M (2026-01-12) |
| Employees | 45 (36% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-588-3893 |
| Address | 2501 Ranch Road 620 S Lakeway, TX 78734 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,567 | 320.5 |
| (b) Individuals (high net worth individuals) | 149 | 270.0 |
| (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 | 8 | 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 | 3,077 | 590.5 |
| By Discretionary | ||
| Discretionary | 3,077 | 590.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,077 | 590.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 590.5 | |
| Total | 3,077 | 590.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Preservation Advisors LLC
✚
|
TN | 591.6 M |
|
Hoxton Planning & Management LLC
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WV | 591.5 M |
|
Poehling Capital Management Inc
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|
WI | 591.3 M |
|
Accredited Investor Services LLC
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MN | 591.0 M |
|
The Legacy Financial Group Inc
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|
OK | 590.7 M |
|
Milestone Financial Planning LLC
✚
|
NH | 590.3 M |
|
Reston Wealth Management LLC
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|
VA | 589.9 M |
|
Master's Wealth Management Inc
✚
|
PA | 589.5 M |
|
VAM Group Inc
✚
|
MI | 589.4 M |
|
Greater Midwest Financial Group LLC
✚
|
MN | 589.3 M |