FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD #316024 SEC #801-122258 LAKEWAY, TX 800-588-3893
SEC Registered Disclosures
Total AUM
$590.5M
Discretionary
$590.5M
Employees
45
Clients
101
Accounts
3,077
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $590.5M | $590.5M | $0 | 45 | 0 |
| Dec 2024 | $467.2M | $467.2M | $0 | 45 | 0 |
| Apr 2024 | $365.4M | $263.1M | $102.3M | 45 | 0 |
| Jan 2024 | $365.4M | $263.1M | $102.3M | 45 | 0 |
| Dec 2023 | $365.4M | $263.1M | $102.3M | 45 | 0 |
| Dec 2023 | $210.9M | $28.6M | $182.3M | 45 | 0 |
| Nov 2023 | $210.9M | $28.6M | $182.3M | 45 | 0 |
| Aug 2023 | $210.9M | $28.6M | $182.3M | 45 | 0 |
| Aug 2023 | $210.9M | $28.6M | $182.3M | 45 | 0 |
| Jun 2023 | $210.9M | $28.6M | $182.3M | 45 | 0 |
| Mar 2023 | $210.9M | $28.6M | $182.3M | 45 | 0 |
| Mar 2023 | $210.9M | $28.6M | $182.3M | 45 | 0 |
| Mar 2023 | $210.9M | $28.6M | $182.3M | 45 | 0 |
| Jan 2023 | $210.9M | $28.6M | $182.3M | 45 | 0 |
| Jan 2023 | $210.9M | $28.6M | $182.3M | 46 | 0 |
| Dec 2022 | $210.9M | $28.6M | $182.3M | 47 | 0 |
| Oct 2022 | $171M | $171M | $0 | 47 | 0 |
| Sep 2022 | $171M | $171M | $0 | 48 | 0 |
| Jul 2022 | $171M | $171M | $0 | 48 | 0 |
| Jul 2022 | $171M | $171M | $0 | 49 | 0 |
| Mar 2022 | $171M | $171M | $0 | 49 | 0 |
| Dec 2021 | $171M | $171M | $0 | 50 | 0 |
| Dec 2021 | $0 | $0 | $0 | 4 | 0 |
| Sep 2021 | $0 | $0 | $0 | 4 | 0 |
| Sep 2021 | $0 | $0 | $0 | 4 | 0 |
| Aug 2021 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$590.5M
Discretionary$590.5M
Non-Disc.$0
Employees45
Clients0
DateDec 2024
Total AUM$467.2M
Discretionary$467.2M
Non-Disc.$0
Employees45
Clients0
DateApr 2024
Total AUM$365.4M
Discretionary$263.1M
Non-Disc.$102.3M
Employees45
Clients0
DateJan 2024
Total AUM$365.4M
Discretionary$263.1M
Non-Disc.$102.3M
Employees45
Clients0
DateDec 2023
Total AUM$365.4M
Discretionary$263.1M
Non-Disc.$102.3M
Employees45
Clients0
DateDec 2023
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees45
Clients0
DateNov 2023
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees45
Clients0
DateAug 2023
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees45
Clients0
DateAug 2023
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees45
Clients0
DateJun 2023
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees45
Clients0
DateMar 2023
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees45
Clients0
DateMar 2023
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees45
Clients0
DateMar 2023
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees45
Clients0
DateJan 2023
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees45
Clients0
DateJan 2023
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees46
Clients0
DateDec 2022
Total AUM$210.9M
Discretionary$28.6M
Non-Disc.$182.3M
Employees47
Clients0
DateOct 2022
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees47
Clients0
DateSep 2022
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees48
Clients0
DateJul 2022
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees48
Clients0
DateJul 2022
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees49
Clients0
DateMar 2022
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees49
Clients0
DateDec 2021
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees50
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0