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FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
CRD 144008File 801-109923
APPROVED
Retail clients
Disclosure events
Filing as of Dec 23, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$523.4M
Above cohort median (national)
Discretionary AUM
$523.4M
Clients
1,518
2,610 accounts
Employees
5
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 6, 2017
- Principal office
- 2501 RANCH ROAD 620 S, STE. 110, AUSTIN, TX, 78734
- Phone
- 1-800-920-9722
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $523.4M
- Discretionary AUM
- $523.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,610
- Non-discretionary accounts
- 0
- Total accounts
- 2,610
- AUM per client
- $345K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 144 | $258.1M |
| Individuals (other than high net worth individuals) | 1,374 | $265.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D3
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.