Erling
Brakke

Financial Gravity Family Office Services, LLC

CRD#6554947
Investment Advisor
in Austin, TX

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About this Advisor

Erling Brakke is a financial advisor based in Austin, Texas, working with Financial Gravity Family Office Services, LLC. Erling has previously held positions at Erling Brakke, Cpa, Pllc, Hd Vest Advisory Services, Hd Vest Investment Services, Erling Brakke, Nodak Investments LLC, Nodak LLC, Forta Financial Group, Inc, Kingswood Capital Partners LLC, and Financial Gravity Family Office Services, LLC. Erling has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Erling is part of Financial Gravity Family Office Services, LLC, which operates out of Austin, Texas. The firm has 2 offices and 45 employees. The firm manages assets totaling $365.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Gravity Family Office Services, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

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

$365,435,097

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

45

TX Average: 49
Total Number of Accounts

2,654

TX Average: 2,315
Average Account Size

$137,692

TX Average: $1,314,358

Investment Advisory Services

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

Erling Brakke Work History

2021 - Present (4 years)

Kingswood Capital Partners LLC

2021 - Present (4 years)

Financial Gravity Family Office Services, LLC

2017 - Present (8 years)

Nodak LLC

2010 - Present (15 years)

Erling Brakke, Cpa, Pllc

2020 - 2021 (1 year)

Forta Financial Group, Inc

2017 - 2019 (2 years)

Hd Vest Investment Services

2015 - 2019 (4 years)

Hd Vest Advisory Services

2010 - 2017 (7 years)

Nodak Investments LLC

2004 - 2022 (18 years)

Erling Brakke

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Erling Brakke 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

Charles Love
North Richland Hills, TX
Kristopher Blasl
Austin, TX
Roy Kelsey
Altamonte Springs, FL
Karen Cassidy
Arroyo Grande, CA
Brian Lang
Austin, TX
Christian Brakke
New Orleans, LA
Evan Riss
Columbia, MD
Timothy Terry
Tomball, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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