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Financial Gravity Family Office Services
Financial Gravity Family Office Services was established in 2020 in Lakeway, Texas. Scott C. Winters acts as managing member while also serving as CEO of the...
Financial Gravity Family Office Services
Financial Gravity Family Office Services was established in 2020 in Lakeway, Texas. Scott C. Winters acts as managing member while also serving as CEO of the parent company. The firm draws on the parent's tax-centric wealth management background to serve mass-affluent and entrepreneurial families. The firm focuses on integrated advisory rather than direct principal investing. Asset classes referenced in its materials include real estate and hedge fund exposure through indicated fund-of-funds and private equity channels. Geographic reach centers on North America. No specific portfolio company holdings or co-investor names appear in available records. Team size and additional offices remain undisclosed. The parent maintains several subsidiaries including Financial Gravity Asset Management and Sofo Investment, Inc. Recent operational activity centers on advisor onboarding, with multiple Family Office Directors added in 2025. The firm maintains a hybrid structure tied to a publicly traded parent, which distinguishes its governance and capital access from typical independent multi-family offices.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Region
North America
Country
United States
City
San Antonio
Corporate office
2501 Ranch Rd 620 S, Lakeway, Texas
Principals
Scott C. Winters
Managing Member
Sector focus
Frequently asked questions
Who runs investment decisions at Financial Gravity Family Office Services?
Scott C. Winters serves as managing member. Investment oversight occurs through affiliated Family Office Directors who coordinate with CPAs and risk specialists.
Is Financial Gravity Family Office Services structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple entrepreneurial families through a platform model.
Does Financial Gravity Family Office Services participate in fund commitments or only direct deals?
Materials indicate indicated exposure to fund-of-funds and hedge fund structures alongside real estate.
Where does the underlying wealth come from?
The firm serves mass-affluent and entrepreneurial families; no single family wealth origin is disclosed.
How is Financial Gravity Family Office Services related to its parent company?
It is a subsidiary of publicly traded Financial Gravity Companies, Inc. (OTC: FGCO).
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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