Ashley Baucum: Chief Administrative Officer at Financial Gravity Family Office Services

Career

Ashley Baucum is not listed as a control person, but directly owns under 5% of Financial Gravity Family Office Services.

Financial Gravity Family Office Services is an investment adviser based in Lakeway, TX, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and insurance companies. Its regulatory assets under management total $590 million, as filed on 12 January 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD: 7170881
Firm: Financial Gravity Family Office Services · CRD 316024
Role: Chief Administrative Officer
In role since: April 2024 · 2 years
Control person: Not listed
Direct ownership: Under 5%
Firm headquarters: Lakeway, TX
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record

Common questions

Where does Ashley Baucum work?

Ashley Baucum has been Chief Administrative Officer of Financial Gravity Family Office Services, LLC since April 2024.

Source: Form ADV, Schedule A, filed 12 January 2026

How can I verify Ashley Baucum’s record?

Ashley Baucum’s role is listed on Financial Gravity Family Office Services, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 316024.

Source: Form ADV, Schedule A, filed 12 January 2026

Leadership at Financial Gravity Family Office Services

Sources

IAPD individual lookup, CRD 7170881, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.

Form ADV Part 1A, Schedules A and B of Financial Gravity Family Office Services, LLC, filed 12 January 2026. Title, control and ownership bands.