FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Overview

Financial Gravity Family Office Services, LLC operates as an independent registered investment advisor and positions itself as a capital allocator and family office-style adviser for individuals, families and select institutional clients. The firm combines portfolio management, financial planning and the selection of third‑party managers with insurance brokerage and accounting capabilities, which lets it coordinate investment strategy alongside tax and insurance solutions. Registered in 2021, the firm reports a clear tilt toward equities and uses discretionary management as its primary delivery model. Investment activity centers on exchange‑traded equities as the dominant exposure, while the firm also sources third‑party alternative managers for real assets and energy-related strategies. Fee arrangements include both percentage‑of‑AUM billing and hourly charges, indicating the firm mixes ongoing managed relationships with advisory or consulting engagements. The firm does not identify as an active ESG investor.

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Public Holdings

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Location & Offices