FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
SEC RegisteredThe Evolution of Asset Management Starts Here
About the firm
Financial Gravity Asset Management believes that client success is the result of risk alignment, tax efficiency, controlling costs, and diversification. Their investment methodology, called Control the Controllables®, focuses on controlling what can be controlled rather than attempting to predict unpredictable market factors. They utilize a proprietary Real Risk system to help align clients' investments with their ability to withstand the tradeoffs between risk and return.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management services including risk alignment using a proprietary Real Risk system, tax efficiency strategies (tax location optimization, tax lot harvesting, low turnover, tax-efficient investment vehicles), cost control and transparency, and diversification across asset classes, equity styles, and foreign markets.
Who they serve
Retail investors, including those who may be over-risked or paying hidden investment costs, as well as clients seeking an institutional approach to asset allocation and portfolio management similar to that used by institutional investors, family offices, and the ultra-wealthy.
| 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
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of December 23, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.