# 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.

- CRD: 316024
- Filed as: FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lakeway, TX
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316024
- AdvisorCensus page: https://advisorcensus.com/firm/financial-gravity-family-office-services-llc-lakeway-tx-316024

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated December 23, 2025)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $590,457,327
- Discretionary: $590,457,327
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,567 | $320,477,066 |
| High net worth individuals | 149 | $269,980,261 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 8 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 45 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316024

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Fargo, ND
- Woodstock, GA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 4 | September 17, 2021 |
| October 2022 | $170,981,767 | 48 | September 21, 2022 |
| October 2023 | $210,940,063 | 45 | August 8, 2023 |
| October 2024 | $365,435,097 | 45 | April 22, 2024 |
| October 2025 | $467,196,918 | 45 | December 20, 2024 |
| October 2026 | $590,457,327 | 45 | January 12, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Gravity Family Office Services, LLC (CRD 316024): Form ADV filing data as of October 2026.