Financial Gravity Asset Management, Inc.
● SEC registered since 2017CRD 144008SEC# 801-109923Austin, TX
Reg. AUM
$523.4M
Employees
5
Accounts
2,610
Location
Austin, TX
Financial Gravity Asset Management, Inc. assets under management
Financial Gravity Asset Management, Inc. is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2017. It reports $523.4 million in regulatory assets under management and employs 5 people.
Financial Gravity Asset Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Baucum | Chief Administrative Officer | Under 5% | 2024 |
| Financial Gravity Companies, Inc. Control | Shareholder | Over 75% | 2017 |
| Jennifer Winters Control | Coo | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Gravity Asset Management, Inc. manage?
Financial Gravity Asset Management, Inc. reports $523.4 million in regulatory assets under management on its Form ADV.
How many employees does Financial Gravity Asset Management, Inc. have?
Financial Gravity Asset Management, Inc. reports 5 employees.
Where is Financial Gravity Asset Management, Inc. located?
Financial Gravity Asset Management, Inc. is based in Austin, TX and has been SEC-registered since 2017.
Does Financial Gravity Asset Management, Inc. disclose fund performance?
Financial Gravity Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2501 Ranch Road 620 S, Ste. 110, Austin, TX 78734 |
| Phone | 1-800-920-9722 |
| Fax | 469-342-9100 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$523.4MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$523.4Mregulatory AUM
Discretionary $523.4M