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FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

LAKEWAY, TX · CRD 316024 · IAPD ↗ · 800-588-3893

$590.5MRegulatory AUM
16Advisory reps
45Employees
0Clients
101-250Planning clients
0Private funds
35States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2026 — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC notice-filed in AL, AR, HI, IA, IL, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
January 2026 — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC crossed $500M in regulatory AUM ($467.2M -> $590.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
January 2025 — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC reported RAUM up 28% ($365.4M -> $467.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2024 — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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