Wealth manager, independent · Coral Springs, FL
Gravitalix Financial
Gravitalix Financial LLC · SEC-registered investment adviser · CRD 340206 · SEC 801-135256
At a glance
Gravitalix Financial is an SEC-registered investment adviser based in Coral Springs, Florida, with $395 million in regulatory assets under management as of its Form ADV filed July 29, 2026. Its largest client group by assets is individuals, and it reports 18,903 individual clients. By Form ADV it is a wealth manager, ranked 3,526th of 8,915 wealth managers and 8,853rd of 17,210 SEC-registered advisers by assets.
Main office 646-732-0299As filed on Form ADV
- Regulatory AUM
- $395M
- Rank among wealth managers
- #3,526 of 8,915
- Rank among all SEC RIAs
- #8,853 of 17,210
- Rank in Florida
- #492 of 1,090
- Individual clients
- 18,903
- High-net-worth clients
- 71
- Accounts
- 19,218
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Neil SteinhardtChief Compliance Officer and Chief Executive Officer
Custody and brokerage
Custodian
Gravitalix Financial’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 18,832 | $225M | 57% |
| High-net-worth individuals | 71 | $113M | 29% |
| Corporations or other businesses | 315 | $57M | 15% |
Disciplinary disclosures
Gravitalix Financial reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Gravitalix Financial
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 6,065 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Gravitalix Financial manage?
Gravitalix Financial reports $395 million in regulatory assets under management across 19,218 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 29, 2026.
What kind of firm is Gravitalix Financial?
Gravitalix Financial is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Gravitalix Financial’s clients?
By assets, its largest client types are individuals ($225 million, 18,832 clients); high-net-worth individuals ($113 million, 71 clients); corporations or other businesses ($57 million, 315 clients).
Does Gravitalix Financial have any disciplinary history?
Gravitalix Financial reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Gravitalix Financial’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →