Financial Gravity Family Office Services, LLC
● SEC registered since 2021CRD 316024SEC# 801-122258Lakeway, TX
Reg. AUM
$590.5M
Employees
45
Accounts
3,077
Location
Lakeway, TX
Financial Gravity Family Office Services, LLC assets under management
Financial Gravity Family Office Services, LLC is an SEC-registered investment adviser based in Lakeway, TX. The firm has been registered since 2021. It reports $590.5 million in regulatory assets under management and employs 45 people.
Financial Gravity Family Office Services, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Baucum | Chief Administrative Officer | Under 5% | 2024 |
| Financial Gravity Companies, Inc. Control | Owner | Over 75% | 2020 |
| Jennifer Winters Control | Coo | Under 5% | 2021 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Financial Gravity Family Office Services, LLC manage?
Financial Gravity Family Office Services, LLC reports $590.5 million in regulatory assets under management on its Form ADV.
How many employees does Financial Gravity Family Office Services, LLC have?
Financial Gravity Family Office Services, LLC reports 45 employees.
Where is Financial Gravity Family Office Services, LLC located?
Financial Gravity Family Office Services, LLC is based in Lakeway, TX and has been SEC-registered since 2021.
Does Financial Gravity Family Office Services, LLC disclose fund performance?
Financial Gravity Family Office Services, LLC 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, Lakeway, TX 78734 |
| Phone | 800-588-3893 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$590.5MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$590.5Mregulatory AUM
Discretionary $590.5M