Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management, Inc. is an SEC-registered mass-market adviser in Austin, TX with $523.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Financial Gravity Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144008, SEC 801-109923, data through 2025-12-23.
- AUM (assets under management / regulatory AUM)
- $523.4M (2025-12-23)
- Firm type
- Mass-Market Adviser
- Location
- Austin, TX
- Employees
- 5
- Clients
- 1,518
- CRD
- 144008
- Ownership
- FINANCIAL GRAVITY COMPANIES, INC.; Winters, Kaili, Erin; POLLOCK, JOHN, DAVID; FINANCIAL GRAVITY OPERATIONS, INC.; WINTERS, JENNIFER, CHRISTINE
How much AUM does Financial Gravity Asset Management, Inc. have?
Financial Gravity Asset Management, Inc. reported $523.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-23).
Who owns Financial Gravity Asset Management, Inc.?
Disclosed owners and executives of Financial Gravity Asset Management, Inc. include FINANCIAL GRAVITY COMPANIES, INC., Winters, Kaili, Erin, POLLOCK, JOHN, DAVID, FINANCIAL GRAVITY OPERATIONS, INC., WINTERS, JENNIFER, CHRISTINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.