Gravitalix Financial

RIASEC RegisteredEst. 2026

Total AUM

$395M

Discretionary

$395M

100% of AUM

Avg account

$20.6K

Accounts

19,218

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: Individuals56.98%
HNWI28.52%
Corporations / Businesses14.5%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gravitalix Financial is a limited liability company operating as an independent registered investment adviser. The firm reports SEC registration in 2026 and is owned by an individual. Its client mix includes both individual and family clients as well as institutional/business mandates. Advisory services are oriented toward portfolio management for individuals and small businesses as well as for businesses or institutional clients. Compensation is a mix of fixed fees and performance-based fees. Gravitalix does not identify itself as a capital allocator, is not an active ESG investor, and is not organized as a multi-state adviser.