Unclaimed Profile

Kaili Erin Winters

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.·AUSTIN, Texas

SIE, Series 7, Series 24, Series 66, Series 99TOClean record7 years registeredFINANCIAL GRAVITY ASSET MANAGEMENT, INC.

2501 RANCH ROAD 620 S, AUSTIN, TX 78734CRD# 6528334Firm CRD# 144008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kaili Erin Winters · AUSTIN, TX

Registration

CRD #6528334 · FINANCIAL GRAVITY ASSET MANAGEMENT, INC. · 7 years registered

Brand Profile

Not yet started

Career History

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Apr 2024 – present

49 FINANCIAL

Jan 2023 – Apr 2024

AUSTIN, TX

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Sep 2021 – Jan 2023

LAKEWAY, TX

FORTA FINANCIAL GROUP, INC.

Apr 2020 – Oct 2021

Austin, TX

KESTRA ADVISORY SERVICES, LLC

Aug 2019 – May 2020

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · August 8, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

CRD 144008 · SEC 801-109923

AUM

$469M

Regulatory assets under management

Employees

2,261 client accounts

Services offered by FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL GRAVITY ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Kaili Erin Winters offer?

Kaili Erin Winters specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.

What are Kaili Erin Winters's credentials?

Kaili Erin Winters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kaili Erin Winters located?

Kaili Erin Winters is based in AUSTIN, Texas, working with FINANCIAL GRAVITY ASSET MANAGEMENT, INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Kaili Erin Winters charge for services?

Kaili Erin Winters's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL GRAVITY ASSET MANAGEMENT, INC.?

FINANCIAL GRAVITY ASSET MANAGEMENT, INC. has approximately 5 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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