Financial Gravity Family Office Services, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

316024

SEC number

801-122258

Firm type

RIA

Assets under management

$590.5M as of Jan 12, 2026

Website

Not yet retrieved from the source record

Phone

800-588-3893

Address

2501 Ranch Road 620 S, Lakeway, TX, 78734

Advisors at this firm

39 in our index · page 1 of 1

• John Linton AveryCRD 1101029 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jon Ethan BellCRD 1983121 · Albuquerque, NM
  IA Registered
• Kristopher Douglas BlaslCRD 6950717 · Leander, TX
  IA RegisteredRegistration inactive
• Laura Ann BourbonnaisCRD 2921038 · Raliegh, NC
  IA RegisteredRegistration inactive
• Marc Richard BarnesCRD 7716690 · Tucson, AZ
  IA Registered
• Christian BrakkeCRD 7502822 · New Orleans, LA
  IA Registered
• Erling Bert BrakkeCRD 6554947 · Conroe, TX
  IA RegisteredRegistration inactive
• Karen CassidyCRD 7423526 · Arroyo Grande, CA
  IA Registered
• John Thomas DrawdyCRD 4966255 · Woodstock, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Wade DuboseCRD 4388473 · Houston, TX
  IA Registered
• Michael James FrenchCRD 6501322 · Austin, TX
  IA Registered
• David FischerCRD 6754846 · Austin, TX
  IA RegisteredRegistration inactive
• Lauren FischerCRD 7220771 · Austin, TX
  IA Registered
• Loren James GrabauCRD 6984490 · Los Alamos, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jill Ann HendersonCRD 2777986 · Newberry Park, CA
  IA RegisteredRegistration inactive
• Shelley Renae JohnsonCRD 1439957 · Carmel, IN
  IA Registered
• Roy Edward KelseyCRD 3013118 · Altamonte Springs, FL
  IA Registered
• Lorne Howard LevyCRD 5581130 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brian LangCRD 7371115 · Austin, TX
  IA Registered
• Charles Jay LoveCRD 7220027 · North Richland Hills, TX
  IA Registered
• Steven Phillip MargulinCRD 2373728 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William Robert NelsonCRD 4797755 · Las Vegas, NV
  IA Registered
• Marc David OrourkeCRD 856163 · Novato, CA
  IA RegisteredRegistration inactive
• Kimberly PerryCRD 5717928 · Newark, CA
  IA Registered
• John David PollockCRD 2802192 · Lakeway, TX
  IA Registered
• Sabina Li PanCRD 7424550 · Berkley, CA
  IA Registered
• William Raymond PerletteCRD 7345230 · Temecula, CA
  IA Registered
• Jennifer Lynn RalstonCRD 7242751 · Temecula, CA
  IA Registered
• William Christopher SparksCRD 7425251 · Midland, TX
  IA RegisteredRegistration inactive
• Alan ScherCRD 7907457 · Boulder, CO
  IA Registered
• Michael Burton SmithCRD 7681177 · Seymour, TN
  IA Registered
• Dean R. SpeckerCRD 6743740 · Warrensburg, MO
  IA Registered
• Timothy Scott TerryCRD 7298602 · Tomball, TX
  IA Registered
• John Eric WaltersCRD 4305588 · St. Petersburg, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Keith William WeinmanCRD 2032739 · Loveland, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas Ryan WilliamsCRD 6005200 · Rochester, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ashley Christine WintersCRD 6528339 · Frisco, TX
  IA Registered
• Scott Christopher WintersCRD 2598188 · Lakeway, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kaili Erin WintersCRD 6528334 · Lakeway, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.