| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Baucum | Chief Administrative Officer | Under 5% | 2024 |
| Financial Gravity Companies, Inc. Control | Shareholder | Over 75% | 2017 |
| Jennifer Winters Control | Coo | Under 5% | 2019 |
Financial Gravity Asset Management, Inc. reports $523.4 million in regulatory assets under management on its Form ADV.
Financial Gravity Asset Management, Inc. reports 5 employees.
Financial Gravity Asset Management, Inc. is based in Austin, TX and has been SEC-registered since 2017.
Financial Gravity Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2501 Ranch Road 620 S, Ste. 110, Austin, TX 78734 |
| Phone | 1-800-920-9722 |
| Fax | 469-342-9100 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $523.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $523.4M |