Financial Gravity Family Office Services LLC

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Assets, Funds, Holdings

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Financial Gravity Family Office Services LLC
CRD #316024
SEC #801-122258
CIK #
AUM $365.4 MM (2024-01-03)
Employees 45 (36% Investors, 0% Brokers)
Phone800-588-3893
Address2501 Ranch Road 620 S
Lakeway, TX 78734
Source [IAPD]
Total AUM ($MM)
4003202401608002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 917 204.1
(b) Individuals (high net worth individuals) 128 135.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 0.9
(h) Charitable organizations 3 10.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 9 5.4
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 29 9.2
(n) Other 0 0.0
Total 2,654 365.4
By Discretionary
Discretionary 1,742 263.1
Non-Discretionary 912 102.3
Total 2,654 365.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 365.4
Total 2,654 365.4
Comparable Firms State AUM ($BB)
Hedeker Wealth LLC
IL 0.4
Lombard Advisers Incorporated
MD 0.4
Collective Family Office LLC
PA 0.4
Richmond Investment Services LLC
WI 0.4
Graney & King LLC
NY 0.4
Permanent Capital Management LP
IL 0.4
Grunden Financial Advisory Inc
TX 0.4
Oliver Capital Management Inc
WA 0.4
Sage Private Wealth Group LLC
IL 0.4
Certior Financial Group LLC
PA 0.4
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