Financial Gravity Companies, Inc.
Other OTCCapital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- CEO
- Scott Christopher Winters
- Full Time Employees
- 27
- Sector
- Financial Services
- Industry
- Financial - Conglomerates
- Address
- 12600 Hill Country Boulevard Lakeway TX United States of America 78738
- IPO Date
- Jan 8, 2021
- CIK
- 0001377167
- Website
- financialgravity.com
- Similar Companies
- Business
- Financial Gravity Companies, Inc. (OTC: FGCO) operates as a financial services holding company that provides a turnkey multi-family office charter to investment advisors, tax professionals, insurance agents, and accountants; offers coordinated, conflict-free advice encompassing proactive tax planning, wealth management, risk management, estate planning, business consulting, and financial advisory services; and delivers these through subsidiaries including Financial Gravity Asset Management, Inc. (registered investment advisor for asset management), Financial Gravity Enhanced Markets, LLC (insurance marketing organization), Financial Gravity Family Office Services, LLC, and Financial Gravity Investment Services, LLC. The company targets mass affluent American families and financial professionals seeking to evolve from commoditized services like tax compliance to comprehensive family office models, emphasizing risk alignment, tax efficiency, cost control, and diversification under its Control the Controllables methodology. Founded in 2005 and headquartered in Lakeway, Texas, Financial Gravity serves clients primarily in the United States. Recent developments include the acquisition of approximately $80 million in assets under management from Marathon Financial Group, LLC in 2023, boosting its investment advisory presence; the establishment of a credit facility with Prospeq in October 2025 to fund advisor acquisitions and transition financing; reports of profitability in September, October, and expected November 2025; and ongoing expansion through numerous Family Office Director appointments such as Gretchen Roberts, Loren James Grabau, and others in 2025, alongside strategic hires like Kaili Winters as Chief Compliance Officer and Michael French as Executive Vice President.
Financial Gravity Reports Strong First Quarter Fiscal 2026 Results
Financial Gravity Featured as Case Study in New Business Book
Financial Gravity Companies, Inc. Announces Credit Facility with Prospeq to Support Advisor Acquisitions and Transition Financing
Financial Gravity CEO Authors "Best Book for Financial Professionals"
Todd Oligino Joins Financial Gravity Companies as CFO
Financial Gravity Responds to Attacks on Legitimate Tax Planning
Financial Gravity Launches SaaS Tax Operating System® 2.0
Biden Tax Proposal Could Boost Tax Master Network's Core Service
Financial Gravity New Acquisition Vestus Group Recognized by the Monterey Herald as Best Investment Firm
Financial Gravity to Conduct Virtual Informational Meeting for Shareholders on March 25
Financial Gravity subsidiary Forta Financial acquires Vestus Group and NCW Group in California