# FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

FINANCIAL GRAVITY ASSET MANAGEMENT, INC. of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 144008
- Type: SEC-registered investment adviser
- SEC file number: 801-109923
- Location: 2501 RANCH ROAD 620 S, STE. 110, AUSTIN, TX, 78734
- Phone: 1-800-920-9722
- Latest filing: 2025-12-23
- Regulatory AUM: $523.4M
- Discretionary AUM: $523.4M
- Clients: 5
- Accounts: 2,610

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Winters | COO | The Hills, TX |
| Nelson Robert | CEO; CIO; PRESIDENT | Shreveport, LA |
| William Robert Nelson | CIO | — |
| Scott Christopher Winters | CEO/CHAIRMAN OF THE BOARD | — |
| Kaili Erin Winters | CHIEF COMPLIANCE OFFICER | — |
| Ashley Baucum | CHIEF ADMINISTRATIVE OFFICER | — |
| OROURKE MARC DAVID | PRESIDENT | — |
| WINTERS JENNIFER CHRISTINE | CCO; EXECUTIVE VICE PRESIDENT | — |
| WINTERS SCOTT CHRISTOPHER | CEO/CHAIRMAN OF THE BOARD; CEO/CHAIRMAN OF THE BOARD/INTERIM CCO; CHAIRMAN OF THE BOARD | — |
| POLLOCK JOHN DAVID | CEO; PRESIDENT; PRESIDENT; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SANFORD JENNIFER NICOLE | CHIEF COMPLIANCE DESIGNEE; DIRECTOR OF WEALTH MANAGEMENT AND OPERATIONS; CO-FOUNDER; CHIEF COMPLIANCE OFFICER; DIRECTOR OF WEALTH MANAGEMENT AND INVESTOR RELATIONS; CO-FOUNDER | — |
| Winters Kaili Erin | CHIEF COMPLIANCE OFFICER | — |
| Winters Jennifer | COO | — |
| Baucum Ashley | CHIEF ADMINISTRATIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144008/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144008/similar
- Related entities: https://search.stillhousedata.com/firm/144008/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144008

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.