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Current Employers
Financial Gravity Family Office Services, Llc

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-28
  • TX RA
    APPROVED
    Since 2025-02-28

Branch Locations

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Austin, TX • United States

Grace Capital Management, Llc

11651 Jollyville Road Suite 300, Austin, TX 78759 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-18
  • TX RA
    APPROVED
    Since 2022-08-18

Branch Locations

11651 Jollyville Road Suite 300, Austin, TX 78759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grace Capital Management, Llc Austin TX 08/2022 02/2025
Unemployed Austin TX 03/2022 08/2022
Ark Financial Austin TX 11/2021 03/2022
Unemployed Austin TX 09/2021 11/2021
Artemis Capital Management Austin TX 10/2017 09/2021
Sali Fund Services Austin TX 05/2015 10/2017
Financial Gravity Family Office Services, Llc Lakeway TX 02/2025 Present
  • 08/2022 → 02/2025
    Austin, TX
  • 03/2022 → 08/2022
    Unemployed
    Austin, TX
  • 11/2021 → 03/2022
    Ark Financial
    Austin, TX
  • 09/2021 → 11/2021
    Unemployed
    Austin, TX
  • 10/2017 → 09/2021
    Artemis Capital Management
    Austin, TX
  • 05/2015 → 10/2017
    Sali Fund Services
    Austin, TX
  • 02/2025 → Present
    Lakeway, TX
Other Businesses

Huntress Wealth, a non-investment related company as an Independent Financial Coach providing relational, non-advisory coaching sessions not qualifying as formal financial advice and paid hourly per session since 08/01/2025. Located at 8906 Roxborough Street, Austin, TX. 78729. Dedicating 5 hours per month 0 hours during trading hours. 5% of total yearly compensation expected to be derived from the business. For more information, contact Ysenia Rhodes or visit www.huntresswealth.com

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-01
  • S65 Uniform Investment Adviser Law Examination
    2022-08-01
Designations
Other Names
  • Lauren Courtney Fischer

View on SEC IAPD

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