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John David Pollock

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC·LAKEWAY, Texas
Series 6, Series 63, Series 65Clean record19 years registeredFINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
2501 RANCH ROAD 620 S, LAKEWAY, TX 78734CRD# 2802192Firm CRD# 316024

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John David Pollock · LAKEWAY, TX
Registration
CRD #2802192 · FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Sep 2021 – present
FORTA FINANCIAL GROUP, INC.
Aug 2019 – Oct 2021
Allen, TX
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
Jun 2007 – Dec 2023
AUSTIN, TX
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · June 5, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD 316024 · SEC 801-122258
AUM
$467M
Regulatory assets under management
Employees
45
1,745 client accounts
Services offered by FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
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 FAMILY OFFICE SERVICES, LLC →
Introduction

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05

Frequently Asked Questions

What services does John David Pollock offer?
John David Pollock specializes in Financial Planning, Investment Management. Contact their office in LAKEWAY, Texas for a consultation.
What are John David Pollock's credentials?
John David Pollock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Pollock located?
John David Pollock is based in LAKEWAY, Texas, working with FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC. Their office serves clients in the LAKEWAY metropolitan area and surrounding communities.
How does John David Pollock charge for services?
John David Pollock's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC?
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC has approximately 45 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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