← Directory
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD 316024File 801-122258
APPROVED
Retail clients
Disclosure events
Filing as of Jan 12, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.