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Financial Gravity Family Office Services, LLC CRD 316024
$590M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-16 |
| OK | RA | APPROVED | 2026-01-13 |
| TN | RA | APPROVED | 2023-01-12 |
Branch Locations
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 01/2023 | Present |
| Michael B Smith Cpa, Pllc | Seymour | TN | 03/2000 | Present |
Michael B Smith CPA PLLC. a non-investment related company as a Managing Member providing tax preparation and planning services since 03/2000. Located at 11826 Kingston Pike, Suite 130, Farragut, TN. 37934. Dedicating 100 hours a month, 4-5 hours during trading hours. Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 11/01/2022. located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-21 |
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