| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Baucum | Chief Administrative Officer | Under 5% | 2024 |
| Financial Gravity Companies, Inc. Control | Owner | Over 75% | 2020 |
| Jennifer Winters Control | Coo | Under 5% | 2021 |
Financial Gravity Family Office Services, LLC reports $590.5 million in regulatory assets under management on its Form ADV.
Financial Gravity Family Office Services, LLC reports 45 employees.
Financial Gravity Family Office Services, LLC is based in Lakeway, TX and has been SEC-registered since 2021.
Financial Gravity Family Office Services, LLC 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, Lakeway, TX 78734 |
| Phone | 800-588-3893 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $590.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $590.5M |