2m 2m 2m 2m 2m 2m 2m
- $7.7MMarket Cap
- -47.35%1-Year Change
- Financial ConglomeratesIndustry
Finncl Grvt Cmps (FGCO)
Key Performance
More- Earnings Score: N/A
- Momentum Score: 54
- True Yield: N/A
- Financial Health Score: N/A
Latest Research & News
Financial Gravity Welcomes New Family Office Director Gretchen Roberts
Financial Gravity Companies, Inc. has appointed Gretchen Roberts as a new Family Office Director, bringing her expertise in financial strategy and tax planning to help business owners and families maximize value and achieve long-term financial goals.
10/09/2025, 6:00 AM • GlobeNewswire
Peers
Statistics
MoreInformation as of 06/03/2026
Company Profile
Financial Gravity Companies, Inc. is a publicly owned investment manager. Through its subsidiaries, it provides wealth management, family office services, risk management, asset management, retirement planning, risk mitigation, estate planning, business development solutions, business and personal tax planning, marketing services, administrative support, tax compliance and strategic tax planning, compliance and legal, legal services, business consulting and financial advisor services. The firm online portal provides technical training, client-facing tax planning materials, implementation guides, education and coaching. Financial Gravity Companies, Inc. was founded in 2005 and is based in Lakeway, Texas.
Key Executives
- Scott Christopher Winters
- John David Pollock
- Edward A. Lyon
- Jennifer Winters
- William R. Nelson Jr.
Current Ownership Distribution
- Other47.4M (51.61%)
- Insiders41.9M (45.67%)
- Institutions2.5M (2.72%)
- Mutual Funds0 (0.00%)