CORAL SPRINGS, FLCRD 340206Latest ADV April 15, 2026
Gravitalix Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Springs, FL. Its latest Form ADV filing, dated April 15, 2026, reports $542M in regulatory assets under management, 2 employees, and 199,399 accounts.
Assets Under Management
$543M
Employees
2
Offices
--
Total Clients
199,399
Primary office
CORAL SPRINGS, FL
3301 NORTH UNIVERSITY DRIVE, SUITE 100, CORAL SPRINGS, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.5% of total clients.
Top client categories% of clientsClients
1
Individuals
99.5%
198,394
2
Corporations
0.5%
939
Additional categories (<0.1%)
HNWI66 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$543Mas of April 15, 2026
Discretionary100.0%
$543M
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$543M
Total Accounts199,399
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee99700:1
10Y Employee Change0 (0.0%)
* 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.