Investor Relations
Archive and resources for press releases, announcements, and investor-facing communications. Use the form to subscribe to our Investor Relations updates. You’ll receive a copy of our press releases after they are published.
Press Releases and Announcements
Financial Gravity Companies, Inc. Announces Strong Third Quarter Results with Significant Growth in Assets Under Management and Revenue
Financial Gravity Companies, Inc. (OTC: FGCO) is pleased to report strong financial results for the third quarter of 2024.
Financial Gravity Welcomes New Family Office Director Kristopher Blasl
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Kristopher Blasl aboard as a Family Office Director.
Financial Gravity Companies, Inc. Reports Improved Financial Results for the Six Months Ended March 31, 2024
Financial Gravity Companies, Inc. (FGCO), a comprehensive financial services company supporting investment advisors and tax professionals, announced its financial results for the six months ended March 31, 2024.
Financial Gravity Welcomes Kaili Winters back to Financial Gravity as our Chief Compliance Officer and Strategy Implementation Lead
Financial Gravity Companies, Inc. (OTC: FGCO), a leading provider of innovative financial services solutions, is excited to welcome Kaili Winters back to Financial Gravity as our Chief Compliance Officer and Strategy Implementation Lead.
Financial Gravity Announces Appointment of Financial Services Industry Veteran Michael French as Executive Vice President
Financial Gravity Companies, Inc. (OTC: FGCO), a leading provider of innovative financial services solutions, is excited to announce the appointment of Financial Services Industry Veteran Michael French as its new Executive Vice President (EVP).
Financial Gravity Announces Profitability Milestone in Q4 2023
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”), a leading financial services provider, announced today that it achieved profitability for the first time in the quarter ending December 31, 2023, marking an important milestone for the company.
Financial Gravity Welcomes New Family Office Director Alan Scher
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes Alan Scher aboard as a Family Office Director.
Skyview Wealth Management’s Roy Kelsey Joins Financial Gravity Team, Bringing Over $20 Million in Assets
Financial Gravity announced today that Roy Kelsey, previously with Skyview Wealth Management, has joined their team, bringing with him an impressive portfolio of over $20 million in assets under management.
Financial Gravity Welcomes New Family Office Director Chakra Yendapally
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes Chakra Yendapally aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director John Drawdy
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes John Drawdy aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Jemel Smith
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Jemel Smith aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Sabina Pan
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Sabina Pan, CPA, MBA, CFF, aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Don Mergener
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Don Mergener aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Josh Rahn
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Josh Rahn aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director William Stevens
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes William Stevens aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Kristine Breckenridge
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Kristine Breckenridge aboard as a Family Office Director.
Financial Gravity Announces Exceptional Quarter-Over-Quarter Revenue Growth
FGCO has attracted advisors of all sizes to join its platform, from small startup practices to those managing well over $100 million in assets under management. This demonstrates the versatility of FG’s value proposition and its ability to support advisors at any stage of practice development.
Financial Gravity Announces Acquisition of Approximately $80 Million AUM from Prominent Ohio-Based Investment Advisor, Marathon Financial Group, LLC, and its Owner J’Neanne Theus
Financial Gravity Companies, Inc., a leading financial services firm, is thrilled to announce the successful completion of an asset purchase, acquiring approximately $80 million in assets under management (AUM) from Marathon Financial Group, LLC, and its esteemed owner, J’Neanne Theus.
Financial Gravity Welcomes New Family Office Director Vardan Pogosian
Austin, Texas, July 19, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Vardan Pogosian aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Diane Gibson
Austin, Texas, July 6, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Diane Gibson aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Richard (Joe) Cumley
Austin, Texas, June 27, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Richard (Joe) Cumley aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Ray Rathel
Austin, Texas, June 21, 2023, Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Ray Rathel aboard as a Family Office Director.
Financial Gravity Welcomes New Family Office Director Angie Bhasin
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Angie Bhasin aboard as a Family Office Director.
Financial Gravity Announces Successful Completion of Transaction and $150 Million Increase in Assets Under Management
Financial Gravity Companies, Inc. (OTC: FGCO) is excited to announce the successful completion of a transaction with CAMBRIDGE CAPE COD ADVISORS, LLC. The transaction closed on June 6, 2023, and will result in increased cash flow and access to additional revenue streams for Financial Gravity.
Financial Gravity Welcomes New Family Office Director Jessica Aldulaimi
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity welcomes Jessica Aldulaimi aboard as a Family Office Director.
Financial Gravity Releases “Winning the Wallet Share War”
“Winning the Wallet Share War” argues that emerging trends and new technologies create a favorable environment for tax professionals to expand the services they provide to their tax clients. This book explores the challenges and opportunities that modern tax professionals face, revealing how to capitalize on new client service opportunities.
Financial Gravity Welcomes New Family Office Director John Walters
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes John Walters aboard as a Family Office Director.
Financial Gravity Announces Successful Completion of Transaction and Increase in Assets Under Management
Financial Gravity Companies, Inc. (OTC: FGCO) is excited to announce the successful completion of its recent transaction with Trusted Advisor/Trusted Team LLC dba Retirement Extender®.
Financial Gravity Welcomes New Family Office Director Marc Barnes
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes Marc Barnes aboard as a Family Office Director.
Financial Gravity Welcomes New Chief Business Development Officer
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) Gravity is proud to announce the appointment of Brian Wolf as its new Chief Business Development Officer. I
Financial Gravity Welcomes Zack Kraines as a New Family Office Director
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes Zack Kraines aboard as a Family Office Director.
Financial Gravity Welcomes Jeremy Lassiter as a New Family Office Director
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”), has closed on an Agreement with Trusted Advisor/Trusted Team LLC dba Retirement Extender® which will significantly enhance Financial Gravity’s cash flow and bring more depth to the already talented Financial Gravity team.
New Agreement to Boost Cash Flow for Financial Gravity Companies, Inc.
Financial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”), has closed on an Agreement with Trusted Advisor/Trusted Team LLC dba Retirement Extender® which will significantly enhance Financial Gravity’s cash flow and bring more depth to the already talented Financial Gravity team.
Form 15 Filing
Financial Gravity Companies, Inc. (OTCQB: FGCO), today announced the filing of a Form 15 with the Securities and Exchange Commission (the “SEC”).