Bryce
Hamilton

Financial Gravity Family Office Services, LLC

CRD#4296113
Investment Advisor
in Austin, TX

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About this Advisor

Bryce Hamilton is a financial advisor working in Austin, Texas who has 2 years of relevant experience. Hamilton is an advisor for Financial Gravity Family Office Services, LLC. The advisor has gained experience at Jp Turner & Company LLC, Centaurus, Forta Financial Group, Inc, Financial Gravity Family Office Services, Inc and Kingswood Capital Partners, LLC. Hamilton holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California, Colorado and North Carolina. Financial Gravity Family Office Services, LLC is a registered investment firm based in Austin, TX. It handles $211 million in assets under management among its 1,218 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 1,218 accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets available to invest. Financial Gravity Family Office Services, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely vary depending on which services are provided. However, fees billed by Financial Gravity Family Office Services, LLC likely are comprised of some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2501 Ranch Road 620 S Ste 110
Austin, TX 78734

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Financial Gravity Family Office Services, LLC Brokerage Details

Total Assets Under Management

$210,940,063

TX Average: $3,042,739,679
Total Number of Employees

45

TX Average: 49
Total Number of Accounts

1,218

TX Average: 2,315
Average Account Size

$173,186

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bryce Hamilton Work History

Bryce has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Financial Gravity Family Office Services, Inc

2021 - Present (3 years)

Kingswood Capital Partners, LLC

2021 - 2021 (< 1 year)

Forta Financial Group, Inc

2015 - 2021 (6 years)

Centaurus

2013 - 2015 (2 years)

Jp Turner & Company LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryce Hamilton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Gravity Family Office Services, LLC

Bryce Hamilton
Austin, TX
Mitchell Kawamoto
Austin, TX
Christian Brakke
New Orleans, LA
Brian Lang
Austin, TX
Philip Kehoe
Austin, TX
Timothy Terry
Tomball, TX
Charles Love
North Richland Hills, TX
Thomas Williams
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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