Kaili Erin Winters
Investment adviser representative at Financial Gravity Family Office Services, LLC
12 yearsExperience
1 stateRegistered in
$590.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Financial Gravity Family Office Services, LLCApr 2024 to now
- Kingswood Capital PartnersJun 2024 to Nov 2024
- Oakwood Capital Securities, Inc.Jan 2024 to Apr 2024
- Purshe Kaplan Sterling InvestmentsMar 2023 to Jan 2024
- 49 Wealth ManagementJan 2023 to Apr 2024
- Kingswood Capital Partners, LLCNov 2021 to Dec 2022
- Financial Gravity Family Office Services, LLCSep 2021 to Dec 2022
- Fg Asset Management, Inc.Apr 2020 to Dec 2022
- Forta Financial Group, Inc.Apr 2020 to Oct 2021
- Kestra Financial, Inc.Aug 2019 to Apr 2020
- Presidential Brokerage, Inc.Dec 2017 to Aug 2019
- Eqis Capital Management, Inc.Jun 2012 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial Gravity Family Office Services, LLC
$590.5MAssets managed
1,724Clients
38Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6528334
- Firm CRD
- 316024