• $7.7M
    Market Cap
  • -47.35%
    1-Year Change
  • Financial Conglomerates
    Industry

Key Performance

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  • Earnings Score: N/A
  • Momentum Score: 54
  • True Yield: N/A
  • Financial Health Score: N/A
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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

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Day Range
$0.09
$0.09
$0.09
1-Year Range
$0.04
$0.18
$0.09
Latest Close$0.09
Change
+$0.02 (+26.26%)
Volume102,000
Market Cap$7.7M
Shares Outstanding94.4M
P/E (TTM)-17.47
Diluted EPS (TTM)-$0.005
Enterprise Value$7.8M

Information as of 06/03/2026

Company Profile

Financial Gravity Companies, Inc.
https://www.financialgravity.com
$7.7M
Market Cap
-$438,832.00
Net Income
Sector: Financial Services
Industry: Financial Conglomerates
2501 Ranch Road, Lakeway, TX, United States, 78734
800 588 3893

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%)