CRD: 144008
Financial Gravity Asset Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-05-2007
- Office Locations
- 2
Office Locations
About Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management is an Austin-based RIA providing asset management and financial planning for retail investors, including business owners. Portfolios follow an institutional-style asset allocation approach using diversified, low-cost, tax-aware implementation (e.g., tax location optimization and tax lot harvesting) and an emphasis on investor behavior. The firm’s “Control the Controllables” process includes a proprietary Real Risk system to align portfolios with client risk tradeoffs; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Ashley Baucum
Chief Administrative Officer
- CRD
- --
- Ownership
- Less than 5%
WILLIAM ROBERT NELSON
Chief Investment Officer
- CRD
- #4797755
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $523,441,243 | $200,552 |
| Non-Discretionary | $0 | -- |
| Total | $523,441,243 | $200,552 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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