← Tributary

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

AUSTIN, TX · CRD 144008 · IAPD ↗ · financialgravityassetmanagement.com · 1-800-920-9722

$523.4MRegulatory AUM
1Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
22States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
January 2026 — FINANCIAL GRAVITY ASSET MANAGEMENT, INC. crossed $500M in regulatory AUM ($469.1M -> $523.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
January 2025 — FINANCIAL GRAVITY ASSET MANAGEMENT, INC. reported RAUM up 61% ($290.6M -> $469.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.