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Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc. is a publicly traded RIA and multi-family office platform based in the United States.
Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc. is a publicly traded RIA and multi-family office platform based in the United States. The firm was structured to serve high-net-worth families seeking a single provider for wealth management, financial planning, and tax services. The firm's strategy centers on integrating investment management with broader family-office services, including tax preparation, estate planning, and retirement planning. It offers direct investment management alongside advisory services across asset classes such as equities, fixed income, and alternative investments. Client portfolios are managed through a centralized investment committee model. Financial Gravity's professional headcount and total AUM are not publicly disclosed. The firm's public status suggests a governance model distinct from traditional single-family offices, with shareholder reporting requirements. No additional offices or philanthropic vehicles have been publicly identified. The firm's structural differentiator is its hybrid model as a publicly traded RIA that operates as a multi-family office. This structure imposes public disclosure obligations while allowing the firm to serve multiple unrelated families under a unified platform.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Financial Gravity Companies, Inc.?
Financial Gravity operates as a publicly traded RIA with an investment committee structure rather than a single named CIO. The firm's public filings do not identify a single individual as the sole investment decision-maker, consistent with its multi-family office model.
How is Financial Gravity Companies, Inc. structured differently from a traditional family office?
Financial Gravity is a publicly traded RIA that serves multiple families, making it distinct from single-family offices that serve one family. Its public status subjects it to SEC reporting requirements and shareholder governance, which is uncommon for most family offices.
What services does Financial Gravity Companies, Inc. offer beyond investment management?
The firm provides integrated financial planning and tax services alongside investment management. This includes estate planning, retirement planning, and tax preparation, positioning it as a holistic wealth management provider for high-net-worth families.
Does Financial Gravity Companies, Inc. disclose its AUM or client numbers?
Financial Gravity does not publicly disclose its AUM, client count, or professional headcount. As a publicly traded company, some financial data may appear in SEC filings, but the firm's operational metrics remain opaque.
What types of clients does Financial Gravity Companies, Inc. serve?
The firm targets high-net-worth families and individuals. Its multi-family office model means it serves multiple unrelated families, unlike single-family offices that serve one family's wealth.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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