CRD: 316024
Financial Gravity Family Office Services, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2021
- Office Locations
- 34
Office Locations
About Financial Gravity Family Office Services, LLC
Financial Gravity Family Office Services delivers a family-office style advisory experience integrating tax planning, wealth strategy, and risk management for American families seeking holistic guidance. The firm emphasizes legal tax efficiency, cost control, diversification, and managing maximum loss exposure with long-term, institutional portfolio construction. Portfolios are largely implemented with ETFs, with custody through Charles 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%
Jennifer Winters
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JOHN LINTON AVERY
Financial Advisor
- CRD
- #1101029
Marc Richard Barnes
Investment Advisor
- CRD
- #7716690
Showing 2 of 44 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $590,457,327 | $191,894 |
| Non-Discretionary | $0 | -- |
| Total | $590,457,327 | $191,894 |
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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 |
| Derivatives | Available | Available |
| Total | Available | Available |
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