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FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD 316024File 801-122258
APPROVED
Retail clients
Disclosure events
Filing as of Jan 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$590.5M
Above cohort median (national)
Discretionary AUM
$590.5M
Clients
1,724
3,077 accounts
Employees
45
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 9, 2021
- Principal office
- 2501 RANCH ROAD 620 S, STE 110, LAKEWAY, TX, 78734
- Phone
- 800-588-3893
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $590.5M
- Discretionary AUM
- $590.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,077
- Non-discretionary accounts
- 0
- Total accounts
- 3,077
- AUM per client
- $342K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 8 | $0 |
| High net worth individuals | 149 | $270.0M |
| Individuals (other than high net worth individuals) | 1,567 | $320.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- 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- Q11
- Q11D1
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 1,745 | 1,724 | decreased by21 |
| Jan 1, 2026 | AUM | $467,196,918 | $590,457,327 | increased by$123,260,409 |
| Jan 1, 2026 | Accounts | 1,745 | 3,077 | increased by1,332 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 45 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 898 | 1,745 | increased by847 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $170,981,767 | $467,196,918 | increased by$296,215,151 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 891 | 1,745 | increased by854 |
| Aug 1, 2022 | Employees | 49 | 48 | decreased by1 |
| Apr 1, 2022 | Employees | 50 | 49 | decreased by1 |
| Jan 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jan 1, 2022 | Employees | 4 | 50 | increased by46 |
| Jan 1, 2022 | AUM | $0 | $170,981,767 | increased by$170,981,767 |
| Jan 1, 2022 | Accounts | 0 | 891 | increased by891 |
| Oct 1, 2021 | Registration | — | APPROVED-120 |
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.