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control person, since June 2020."},{"label":"Scott Winters","detail":"Indirect owner: managing member of Financial Gravity Companies, Inc. and a control person, since August 2020.","parent":"Financial Gravity Companies, Inc."},{"label":"John Pollock","detail":"Indirect owner: member of Financial Gravity Companies, Inc. and a control person, since October 2019.","parent":"Financial Gravity Companies, Inc."},{"label":"William Nelson","detail":"Indirect owner: member of Financial Gravity Companies, Inc. and a control person, since August 2020.","parent":"Financial Gravity Companies, Inc."},{"label":"Gary Nemer","detail":"Indirect owner: member of Financial Gravity Companies, Inc. and a control person, since August 2020.","parent":"Financial Gravity Companies, Inc."}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"111 Towne Lake 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They include 1,567 individual clients, 149 high-net-worth individuals and 8 insurance companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Financial Gravity Family Office Services offer?","answer":"Financial Gravity Family Office Services provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Financial Gravity Family Office Services charge?","answer":"Financial Gravity Family Office Services charges up to 2.00% a year for its Asset Management Fees. The fee is billed in arrears, is negotiable and requires an account of at least $25,000.","source":"FORM ADV PART 2A BROCHURE, filed 23 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Financial Gravity Family Office Services use?","answer":"Financial Gravity Family Office Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $564M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Financial Gravity Family Office Services have?","answer":"Financial Gravity Family Office Services has 13 investment adviser representatives registered with state securities authorities, out of 45 employees, and 16 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 14 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Financial Gravity Family Office Services invest in?","answer":"At the end of its last fiscal year, Financial Gravity Family Office Services’ separately managed accounts held 74% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 2% investment grade corporate bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Financial Gravity Family Office Services have a minimum investment?","answer":"Yes, Financial Gravity Family Office Services’ minimum account size for its Asset Management Fees is $25K.","source":"FORM ADV PART 2A BROCHURE, filed 23 December 2025","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Financial Gravity Family Office Services?","answer":"Financial Gravity Family Office Services’ direct owner is Financial Gravity Companies, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Financial Gravity Family Office Services get paid?","answer":"Financial Gravity Family Office Services is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Financial Gravity Family Office Services registered with the SEC?","answer":"Yes, Financial Gravity Family Office Services has been registered with the SEC as an investment adviser since 9 September 2021. Its CRD number is 316024 and its SEC file number is 801-122258.","source":"Form ADV Part 1A, Item 1, filed 12 January 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Financial Gravity Family Office Services?","answer":"Financial Gravity Family Office Services’ main office is at 2501 Ranch Road 620 S, Ste 110, Lakeway, TX 78734. Its phone number is 800-588-3893. Its website is financialgravityfamilyofficeservices.com.","source":"Form ADV Part 1A, Item 1.F, filed 12 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}