Unclaimed Profile

Marc David Orourke

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.·AUSTIN, Texas

SIE, Series 3, Series 7, Series 7TO, Series 27, Series 31, Series 63, Series 66, Series 79TOClean record25 years registeredFINANCIAL GRAVITY ASSET MANAGEMENT, INC.

2501 RANCH ROAD 620 S, AUSTIN, TX 78734CRD# 856163Firm CRD# 144008

Profile Verification

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

Identity

Marc David Orourke · AUSTIN, TX

Registration

CRD #856163 · FINANCIAL GRAVITY ASSET MANAGEMENT, INC. · 25 years registered

Brand Profile

Not yet started

Career History

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Jan 2023 – present

FORTA FINANCIAL GROUP, INC.

May 2021 – Oct 2021

Novato, CA

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

May 2020 – Jan 2023

Novato, CA

PAULSON INVESTMENT ADVISORS, LLC

Feb 2020 – May 2020

LAKE OSWEGO, OR

PAULSON INVESTMENT COMPANY, LLC

Dec 2018 – May 2020

San Francisco, CA

BROXTON CAPITAL ADVISORS

Jan 2018 – Nov 2018

Los Angeles, CA

WRAPMANAGER INC

Jul 2016 – Aug 2017

SAN FRANCISCO, CA

EQIS CAPITAL MANAGEMENT

Oct 2012 – May 2016

SAN RAFAEL, CA

WILLOW CREEK FINANCIAL SERVICES, INC.

Jan 2010 – Jan 2011

SEBASTOPOL, CA

BELL INVESTMENT ADVISORS INC

Apr 2007 – Nov 2009

SANTA ROSA, CA

HOEFER & ARNETT CAPITAL MANAGEMENT, INC.

Sep 2003 – Mar 2007

SAN FRANCISCO, CA

DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC.

Mar 2001 – Sep 2002

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 27

Series 31

Series 63

Series 66

Series 79TO

Registration record

First registered · March 15, 2001

Years registered · 25

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 Marc David Orourke offer?

Marc David Orourke specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.

What are Marc David Orourke's credentials?

Marc David Orourke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc David Orourke located?

Marc David Orourke 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 Marc David Orourke charge for services?

Marc David Orourke'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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