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FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD 316024 · SEC 801-122258
2501 RANCH ROAD 620 S, STE 110, LAKEWAY, TX, 78734, United States
Phone
800-588-3893
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$590.5M
Discretionary AUM
$590.5M
Team
45 total employees; 16 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1567 | $320.5M |
| High net worth individuals | 149 | $270.0M |
| Insurance companies | 8 | $0 |
States served
AL, AZ, AR, CA, CO, DE, GA, IL, IN, IA, KS, LA, MD, MI, MN, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, HI, FL
Official SEC filing: View on IAPD