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Financial Gravity Companies FGCO · USD

N/A · US listing · 🇺🇸 United States

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Close of 9 Nov 2026, in USD

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About Financial Gravity Companies

From its filings with the US Securities and Exchange Commission

SEC filings

Financial Gravity Companies is based in Lakeway, Texas and is incorporated in Nevada. Its shares trade on OTC under the ticker FGCO. The SEC classifies its business as finance services. In the fiscal year to 30 September 2021, it reported revenue of $6.7m and a net loss of $7.4m. At that date it held total assets of $4.3m and shareholders' equity of $2.2m.

Read the filing on SEC.gov ↗

Company facts

Sector
N/A
Industry
N/A
Listed since
29 Jul 2011
Head office
2501 RANCH ROAD 620 SOUTH, LAKEWAY, TX, 78734
Incorporated in
NV
Classification
Finance Services
Filer status
Non-accelerated filer<br>Smaller reporting company

Leadership

Pay as last reported

  • Mr. Scott WintersChairman of the Board, Chief Executive Officer, since 2019$264,507
  • Mr. John PollockCo-Chairman of the Board, Executive Vice President - Sales, Chief Executive Officer of FGEM, since 2019$250,000
  • Mr. Gary NemerChief Financial Officer, Chief Legal Counsel$68,258
  • Ms. Jennifer WintersChief Operating Officer, Secretary, Director$137,416
  • Mr. William NelsonChief Investment Officer, Director, Chief Executive Officer of FGAM$137,416
  • Mr. Edward LyonDirector, Chief Tax Strategist, Chief Executive Officer of TMN, since 2015$240,000

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
0
Environment
0
Social
0
Governance
0

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Financial Gravity Asset Management provides asset management services as a registered investment advisor.
  • Tax Master Network offers tax services with its Tax Blueprint system for tax strategy.
  • Financial Gravity Family Office Services delivers wealth management through investment advisors.

Weaknesses

  • Financial Gravity Enhanced Markets operates as an insurance marketing organization without direct insurance products.
  • The company's IPO was in 2011, which may indicate limited recent market adaptation.
  • Lakeway, Texas, is a small city that may limit access to major financial hubs.

Opportunities

  • The company can expand its Family Office Director model to new markets in the US.
  • FGAM can grow its asset management services for businesses and individuals.
  • TMN's Tax Blueprint system can be adopted by more tax professionals.

Threats

  • FGEM's reliance on insurance agencies may face competition from larger insurers.
  • The tax compliance industry is becoming commoditized, reducing profit margins.
  • FGFOS's wealth management services face increasing regulatory scrutiny in the financial sector.

Sources and methodology

Data on this tab
Our data supplier
Chart on the Overview
TradingView

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