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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 2,261 | 1,518 | decreased by743 |
| Jan 1, 2026 | AUM | $469,128,095 | $523,441,243 | increased by$54,313,148 |
| Jan 1, 2026 | Accounts | 2,261 | 2,610 | increased by349 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,149 | 2,261 | increased by1,112 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $192,676,571 | $469,128,095 | increased by$276,451,524 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,149 | 2,261 | increased by1,112 |
| Apr 1, 2022 | Employees | 7 | 3 | decreased by4 |
| Jan 1, 2022 | Employees | 15 | 7 | decreased by8 |
| Jan 1, 2022 | Clients | 770 | 1,149 | increased by379 |
| Jan 1, 2022 | AUM | $149,408,613 | $192,676,571 | increased by$43,267,958 |
| Jan 1, 2022 | Accounts | 771 | 1,149 | increased by378 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL GRAVITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL GRAVITY” may also match similarly-named firms). Confirm identity against each filing.
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.