Financial Gravity Companies
OTC: FGCOLakeway, US · Nevada corporation
Financial Gravity Companies provides family office services and financial solutions to investment advisors and tax professionals. The company supports advisor acquisitions and offers AI-driven financial services for wealth management and advisory practices.
Founders & leadership
SW
Scott WintersExecutive
WN
William NelsoninExecutive
JW
Jennifer WintersinChief Operating Officer
GN
Gary NemerinExecutive
KW
Kaili WintersinChief Compliance Officer/ EVP
AB
Alexander BrockwayinChief Legal Counsel
JP
John PollockNamed on SEC filing
Board
EL
Ed LyonBoard director
Reported raises · per SEC filings
Form D private placements$1M disclosed across 8 of 10 rounds · 2016–2026
▶$9.4KraisedJan 2026 · 1 investors · InvestingRule 506(b)
▶$9.4KraisedJan 2026 · 1 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- John PollockDirector
- Scott WintersExecutive Officer, Director
- William NelsonExecutive Officer, Director
- Jennifer WintersExecutive Officer, Director
- Gary NemerExecutive Officer
- Kaili WintersExecutive Officer
- Alexander BrockwayExecutive Officer
- Ed LyonDirector
- Offering amount
- $9.4K
- Amount sold
- $9.4K
- Minimum investment
- $9.4K
- First sale
- Jan 2026
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$4.3KraisedNov 2025 · 1 investors · InvestingRule 506(b)
▶$4.3KraisedNov 2025 · 1 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- Gary NemerExecutive Officer
- Kaili WintersExecutive Officer
- William NelsonExecutive Officer, Director
- Jennifer WintersExecutive Officer, Director
- John PollockDirector
- Alexander BrockwayExecutive Officer
- Scott WintersExecutive Officer, Director
- Ed LyonDirector
- Offering amount
- $4.3K
- Amount sold
- $4.3K
- Minimum investment
- $4.3K
- First sale
- Nov 2025
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$145.5KraisedOct 2025 · 1 investors · InvestingRule 506(b)
▶$145.5KraisedOct 2025 · 1 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- Jennifer WintersExecutive Officer, Director
- Ed LyonDirector
- Kaili WintersExecutive Officer
- John PollockDirector
- Alexander BrockwayExecutive Officer
- William NelsonExecutive Officer, Director
- Scott WintersExecutive Officer, Director
- Gary NemerExecutive Officer
- Offering amount
- $145.5K
- Amount sold
- $145.5K
- First sale
- Sep 2025
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$40KraisedSep 2025 · 1 investors · InvestingRule 506(b)
▶$40KraisedSep 2025 · 1 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- Kaili WintersExecutive Officer
- John PollockDirector
- Alexander BrockwayExecutive Officer
- William NelsonExecutive Officer, Director
- Ed LyonDirector
- Gary NemerExecutive Officer
- Jennifer WintersExecutive Officer, Director
- Scott WintersExecutive Officer, Director
- Offering amount
- $60K
- Amount sold
- $40K
- Minimum investment
- $5K
- First sale
- Sep 2025
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$24.5KraisedJun 2025 · 1 investors · InvestingRule 506(b)
▶$24.5KraisedJun 2025 · 1 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- William NelsonExecutive Officer, Director
- Alexander BrockwayExecutive Officer
- Ed LyonDirector
- Gary NemerExecutive Officer
- Scott WintersExecutive Officer, Director
- John PollockDirector
- Jennifer WintersExecutive Officer, Director
- Offering amount
- $24.5K
- Amount sold
- $24.5K
- Minimum investment
- $24.5K
- First sale
- May 2025
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$120KraisedMay 2025 · 1 investors · InvestingRule 506(b)
▶$120KraisedMay 2025 · 1 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- Scott WintersExecutive Officer, Director
- Gary NemerExecutive Officer
- Alexander BrockwayExecutive Officer
- William NelsonExecutive Officer, Director
- Jennifer WintersExecutive Officer, Director
- John PollockDirector
- Ed LyonDirector
- Offering amount
- $120K
- Amount sold
- $120K
- Minimum investment
- $120K
- First sale
- Apr 2025
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶Undisclosed amountofferedDec 2023 · 1 investors · InvestingRule 506(b)
▶Undisclosed amountofferedDec 2023 · 1 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- William NelsonExecutive Officer, Director
- Jennifer WintersDirector
- Gary NemerExecutive Officer, Director
- John PollockExecutive Officer, Director
- Mark WilliamsDirector
- Scott WintersExecutive Officer, Director
- Ed LyonDirector
- Minimum investment
- $60K
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
▶$100KofferedJun 2023 · 1 investors · InvestingRule 506(b)
▶$100KofferedJun 2023 · 1 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- Mark WilliamsDirector
- John PollockExecutive Officer, Director
- Jennifer WintersDirector
- Gary NemerExecutive Officer, Director
- William NelsonExecutive Officer, Director
- Ed LyonDirector
- Scott WintersExecutive Officer, Director
- Offering amount
- $100K
- Minimum investment
- $100K
- Incorporated
- Corporation, Nevada
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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SmartAsset5 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
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In the news
Frequently asked questions
- What does Financial Gravity Companies do?
- Financial Gravity Companies provides family office services and financial solutions to investment advisors and tax professionals. The company supports advisor acquisitions and offers AI-driven financial services for wealth management and advisory practices.
- How much funding has Financial Gravity Companies raised?
- Financial Gravity Companies has disclosed $1M raised across 8 of its 10 known rounds.
- Where is Financial Gravity Companies headquartered?
- Financial Gravity Companies is headquartered in Lakeway, US.