FG
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
SEC RegisteredAUSTIN, TXhttps://financialgravityassetmanagement.com1-800-920-9722
Assets Under Management
$500M–$1B
Employees
5
Office Locations
1 office
Total Accounts
2610
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,374 | $265M |
| High Net Worth Individuals | 144 | $258M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Inc. Financial Gravity Companies
SHAREHOLDER
Jennifer Christine Winters
EXECUTIVE VICE PRESIDENT
William Robert Nelson
CEO
Kaili Erin Winters
CHIEF COMPLIANCE OFFICER
Marc David Orourke
PRESIDENT
Scott Christopher Winters
CHAIRMAN OF THE BOARD
Office locations
1 office in 1 state
TX
AUSTINHQ
Regulatory & compliance
CRD number
#144008
SEC Number
801-109923
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of December 23, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL GRAVITY ASSET MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.