GRAVITALIX FINANCIAL

RIASEC RegisteredEst. 2026

Total AUM

$543M

Discretionary

$543M

100% of AUM

Avg account

$2.7K

Accounts

199,399

Employees

Advisory reps

Firm details

Headquarters: CORAL SPRINGS, Florida
CRD number: 340206
Registered since: February 4, 2026
Custodians: TRANSPECOS BANKS
Fee structure: Fixed Fees, Performance Based Fees
Client types: HNWI57.25%
Individuals24.53%
Corporations / Businesses18.21%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gravitalix Financial is a privately owned limited liability company that operates as an SEC-registered investment adviser (registration year reported as 2026). The firm serves both individual and family clients as well as institutional clients, and its advisory mandate centers on portfolio management for individuals/small businesses and for businesses or institutions. Ownership is reported as individual, and the firm is classified as unclassified on its snapshot; it does not identify as a capital allocator, is not an active ESG investor, and does not list pension consulting or related-adviser arrangements. Fee arrangements include fixed fees and performance-based fees, suggesting pricing that can combine a predictable retainer/flat fee component with incentive-based compensation tied to outcomes. The firm is not registered as a multi-state adviser and does not indicate being newly formed.