Financial Gravity Family Office Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lakeway, TX. Its latest Form ADV filing, dated January 12, 2026, reports $590M in regulatory assets under management, 45 employees, 2 offices, and 3,077 accounts.
Assets Under Management
$590M
Employees
45
Offices
2 offices
Total Clients
1,724
Primary office
LAKEWAY, TX
2501 RANCH ROAD 620 S, STE 110, LAKEWAY, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.9% of total clients.
Top client categories% of clientsClients
1
Individuals
90.9%
1,567
2
HNWI
8.6%
149
3
Insurance Cos.
0.5%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$590Mas of January 12, 2026
Discretionary100.0%
$590M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$590M
Total Accounts3,077
10Y AUM Change+$590M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee38:1
10Y Employee Change+41 (+1025.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.