Verified 10 Nov 2026
Financial Gravity Family Office Services, LLC
Financial Gravity Family Office Services, LLC is a Lakeway, Texas adviser within the Financial Gravity group, which runs family offices around the country through local Family Office Directors. It combines tax, wealth and risk management advice and says it opens family office services to every American family. Its Form ADV filed on 12 January 2026 reported $590 million in regulatory assets for 149 clients.
- Type
- Multi-family office
- Location
- Lakeway, Texas, United States
- Sectors
- Public equities
- Fund size / AUM
- $590M regulatory AUM (Form ADV, filed 2026-01-12)
- Latest fund or filing
- 12 Jan 2026
Contacts on file
For Financial Gravity Family Office Services, LLC, the paid file holds: 6 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/316024
- reports.adviserinfo.sec.gov/reports/ADV/316024/PDF/316024.pdf
- financialgravityfamilyofficeservices.com/financial-gravity-team/
- financialgravityfamilyofficeservices.com/family-office-services/
- financialgravityfamilyofficeservices.com/contact/
- financialgravityfamilyofficeservices.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.