AdvisorCensus / Financial advisors / Texas / Austin / Financial Gravity Family Office Services, LLC
Financial Gravity Family Office Services, LLC
Filed as FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Financial Gravity Family Office Services, LLC is an SEC-registered investment advisory firm in Lakeway, TX, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 12, 2026.
Quick answers
From the filingHow is Financial Gravity Family Office Services, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Financial Gravity Family Office Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Financial Gravity Family Office Services, LLC located?
Financial Gravity Family Office Services, LLC's principal office is in Lakeway, TX, according to its Form ADV; the February 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Financial Gravity Family Office Services, LLC registered with the SEC or a state?
Financial Gravity Family Office Services, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316024.
How much does Financial Gravity Family Office Services, LLC manage?
Financial Gravity Family Office Services, LLC reports $590,457,327 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (100% discretionary).
How have Financial Gravity Family Office Services, LLC's assets and staff changed since 2021?
In the Form ADV data for Financial Gravity Family Office Services, LLC: Regulatory assets under management: $0 in the October 2021 data and $590,457,327 in the October 2026 data. Total employees: 4 in October 2021 and 45 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Financial Gravity Family Office Services, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,567); high net worth individuals (149); insurance companies (8).
Which custodians does Financial Gravity Family Office Services, LLC use?
Financial Gravity Family Office Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Financial Gravity Family Office Services, LLC report any disciplinary disclosures?
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct) and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316024
Does Financial Gravity Family Office Services, LLC state an account minimum?
Its Form ADV Part 2A brochure dated December 23, 2025 says: "The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $25,000." "However, based on facts and circumstances the Advisor, at its sole discretion, can negotiate to accept accounts with a lower value."
What changed in Financial Gravity Family Office Services, LLC's recent Form ADV filings?
In the February 2026 filing data: Registered or notice-filed in AL, AR, HI, IA, IL, OK.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $25,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $25,000.
However, based on facts and circumstances the Advisor, at its sole discretion, can negotiate to accept accounts with a lower value.
As stated in the firm's Form ADV Part 2A brochure dated December 23, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$590,457,327 as of October 2026, filing dated January 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 45. Performing investment advisory functions: 16.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the February 2026 filing
- States registered or notice-filed
-
35 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 112 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.D(1) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(5) Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $590,457,327 | 45 | January 12, 2026 |
| October 2025 | $467,196,918 | 45 | December 20, 2024 |
| October 2024 | $365,435,097 | 45 | April 22, 2024 |
| October 2023 | $210,940,063 | 45 | August 8, 2023 |
| October 2022 | $170,981,767 | 48 | September 21, 2022 |
| October 2021 | $0 | 4 | September 17, 2021 |
Regulatory assets under management: $0 in the October 2021 data and $590,457,327 in the October 2026 data.
Total employees: 4 in October 2021 and 45 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Registered or notice-filed in AL, AR, HI, IA, IL, OK.
- January 2026
- Regulatory assets under management went from $467,196,918 to $590,457,327 (+26%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Financial Gravity Family Office Services, LLC (CRD 316024): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/financial-gravity-family-office-services-llc-lakeway-tx-316024