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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Baucum, Ashley | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Baucum, Ashley | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| Baucum, Ashley | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD/ INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD | NA | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | CEO/CHAIRMAN OF THE BOARD | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Jennifer | I | COO | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | |
| Winters, Kaili, Erin | I | CHIEF COMPLIANCE OFFICER | NA | |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
| FINANCIAL GRAVITY COMPANIES, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NELSON, WILLIAM, ROBERT | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| NEMER, GARY, JOEL | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| POLLOCK, JOHN, DAVID | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
| WINTERS, SCOTT, CHRISTOPHER | I | FINANCIAL GRAVITY COMPANIES, INC. | F | Control |
Registrations
Federal
IA
Dec 23, 2025 REGISTERED
Notice Filings (29)
AZ CA CO DE FL GA IN KS LA MD MI MN MO NC ND NE NJ NM NV NY OH OR PA SC TN TX VA WA WI
Address
2501 RANCH ROAD 620 SSTE 110
LAKEWAY, TX 78734
United States
Phone: 800-588-3893