FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
CRD #144008 SEC #801-109923 AUSTIN, TX 1-800-920-9722
SEC Registered
Total AUM
$523.4M
Discretionary
$523.4M
Employees
5
Clients
0
Accounts
2,610
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $523.4M | $523.4M | $0 | 5 | 0 |
| Dec 2024 | $469.1M | $469.1M | $0 | 5 | 0 |
| May 2024 | $290.6M | $290.6M | $0 | 3 | 0 |
| Dec 2023 | $290.6M | $290.6M | $0 | 3 | 0 |
| Nov 2023 | $290.6M | $290.6M | $0 | 3 | 0 |
| Aug 2023 | $130.8M | $127.8M | $3M | 3 | 0 |
| Mar 2023 | $130.8M | $127.8M | $3M | 3 | 0 |
| Mar 2023 | $130.8M | $127.8M | $3M | 3 | 0 |
| Feb 2023 | $130.8M | $127.8M | $3M | 3 | 0 |
| Jan 2023 | $130.8M | $127.8M | $3M | 3 | 0 |
| Jan 2023 | $130.8M | $127.8M | $3M | 3 | 0 |
| Jan 2023 | $130.8M | $127.8M | $3M | 3 | 0 |
| Dec 2022 | $130.8M | $127.8M | $3M | 3 | 0 |
| Mar 2022 | $192.7M | $192.7M | $0 | 3 | 0 |
| Mar 2022 | $192.7M | $192.7M | $0 | 4 | 0 |
| Dec 2021 | $192.7M | $192.7M | $0 | 7 | 0 |
| Sep 2021 | $149.4M | $149.4M | $0 | 15 | 0 |
| Sep 2021 | $149.4M | $149.4M | $0 | 15 | 0 |
| Jan 2021 | $149.4M | $149.4M | $0 | 15 | 0 |
| Dec 2020 | $149.4M | $149.4M | $0 | 15 | 0 |
| Jun 2020 | $160.9M | $160.9M | $0 | 17 | 0 |
| Jun 2020 | $160.9M | $160.9M | $0 | 17 | 0 |
| May 2020 | $160.9M | $160.9M | $0 | 17 | 0 |
| Apr 2020 | $160.9M | $160.9M | $0 | 17 | 0 |
| Dec 2019 | $160.9M | $160.9M | $0 | 17 | 0 |
| Dec 2019 | $160.9M | $160.9M | $0 | 17 | 0 |
| Aug 2019 | $168.4M | $168.4M | $0 | 31 | 0 |
| Mar 2019 | $168.4M | $168.4M | $0 | 31 | 0 |
| Dec 2018 | $168.4M | $168.4M | $0 | 31 | 0 |
| Aug 2018 | $163.7M | $163.7M | $0 | 31 | 0 |
| Jul 2018 | $163.7M | $163.7M | $0 | 31 | 0 |
| May 2018 | $163.7M | $163.7M | $0 | 31 | 0 |
| Apr 2018 | $163.7M | $163.7M | $0 | 31 | 0 |
| Nov 2017 | $163.7M | $163.7M | $0 | 31 | 0 |
| Oct 2017 | $150.7M | $150.7M | $0 | 18 | 0 |
| Oct 2017 | $150.7M | $150.7M | $0 | 18 | 0 |
| Sep 2017 | $100.6M | $100.6M | $0 | 15 | 400 |
| Aug 2017 | $100.6M | $100.6M | $0 | 15 | 400 |
| Jul 2017 | $100.6M | $100.6M | $0 | 14 | 400 |
| Jun 2017 | $100.6M | $100.6M | $0 | 14 | 400 |
| Jun 2017 | $100.6M | $100.6M | $0 | 14 | 400 |
| Mar 2017 | $100.6M | $100.6M | $0 | 13 | 400 |
| Feb 2017 | $101.5M | $101.5M | $0 | 12 | 300 |
| Feb 2017 | $101.5M | $101.5M | $0 | 12 | 300 |
| Jan 2017 | $101.5M | $101.5M | $0 | 13 | 300 |
DateDec 2025
Total AUM$523.4M
Discretionary$523.4M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$469.1M
Discretionary$469.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$130.8M
Discretionary$127.8M
Non-Disc.$3M
Employees3
Clients0
DateMar 2023
Total AUM$130.8M
Discretionary$127.8M
Non-Disc.$3M
Employees3
Clients0
DateMar 2023
Total AUM$130.8M
Discretionary$127.8M
Non-Disc.$3M
Employees3
Clients0
DateFeb 2023
Total AUM$130.8M
Discretionary$127.8M
Non-Disc.$3M
Employees3
Clients0
DateJan 2023
Total AUM$130.8M
Discretionary$127.8M
Non-Disc.$3M
Employees3
Clients0
DateJan 2023
Total AUM$130.8M
Discretionary$127.8M
Non-Disc.$3M
Employees3
Clients0
DateJan 2023
Total AUM$130.8M
Discretionary$127.8M
Non-Disc.$3M
Employees3
Clients0
DateDec 2022
Total AUM$130.8M
Discretionary$127.8M
Non-Disc.$3M
Employees3
Clients0
DateMar 2022
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees15
Clients0
DateSep 2021
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees15
Clients0
DateJan 2021
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees15
Clients0
DateDec 2020
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees17
Clients0
DateMay 2020
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees17
Clients0
DateApr 2020
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees17
Clients0
DateDec 2019
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees17
Clients0
DateDec 2019
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees17
Clients0
DateAug 2019
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees31
Clients0
DateMar 2019
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees31
Clients0
DateDec 2018
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees31
Clients0
DateAug 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees31
Clients0
DateJul 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees31
Clients0
DateMay 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees31
Clients0
DateApr 2018
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees31
Clients0
DateNov 2017
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees31
Clients0
DateOct 2017
Total AUM$150.7M
Discretionary$150.7M
Non-Disc.$0
Employees18
Clients0
DateOct 2017
Total AUM$150.7M
Discretionary$150.7M
Non-Disc.$0
Employees18
Clients0
DateSep 2017
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees15
Clients400
DateAug 2017
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees15
Clients400
DateJul 2017
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees14
Clients400
DateJun 2017
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees14
Clients400
DateJun 2017
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees14
Clients400
DateMar 2017
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees13
Clients400
DateFeb 2017
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees12
Clients300
DateFeb 2017
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees12
Clients300
DateJan 2017
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees13
Clients300