Form D · Investing
Financial Gravity Companies, Inc.
Lakeway, TX · CIK 0001377167
Offering snapshot reported Jan 13, 2026 · SEC filing
- Reported sold
- $9.42K Offering amount: $9.42K
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $9.42K Reported outside-investor minimum
- First sale
- Jan 9, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 13, 2026 | Initial | $9,420 | No comparison | 1 | SEC filing |
| Nov 7, 2025 | Initial | $4,335 | No comparison | 1 | SEC filing |
| Oct 7, 2025 | Initial | $145,500 | No comparison | 1 | SEC filing |
| Sep 23, 2025 | Initial | $40,000 | No comparison | 1 | SEC filing |
| Jun 12, 2025 | Initial | $24,465 | No comparison | 1 | SEC filing |
| May 1, 2025 | Initial | $120,000 | No comparison | 1 | SEC filing |
| Dec 12, 2023 | Initial | Yet to sell | No comparison | 1 | SEC filing |
| Jun 20, 2023 | Initial | Yet to sell | No comparison | 1 | SEC filing |
| Jun 6, 2023 | Initial | $80,000 | No comparison | 1 | SEC filing |
| May 10, 2017 | Initial | $625,000 | No comparison | 8 | SEC filing |
| Jul 8, 2011 | Initial | $52,450 | No comparison | 23 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-569808
Source: Form D, filed Jan 13, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Julie Bauman | Director, Executive |
| Alexander Brockway | Executive |
| Ed Lyon | Director |
| William Nelson | Director, Executive |
| Gary Nemer | Executive |
| John Pollock | Director |
| Kenny Thatcher | Director, Executive |
| Mark Williams | Director |
| Jennifer Winters | Director, Executive |
| Scott Winters | Director, Executive |
| Kaili Winters | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
2501 Ranch Road 620 South Suite 110
Lakeway, TX, 78734
Lakeway, TX, 78734