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Financial Gravity Companies, Inc. (FGCO)
USD0.09
-0.01 (-10.01%)
US OTC Financial Services Financial - Conglomerates
Address
12600 Hill Country Boulevard 78738
Bee Cave, TX, US
Bee Cave, TX, US
CEO
Scott Christopher Winters
Website
financialgravity.com
IPO
2021-01-08
CIK 1377167 ISIN US31754E1029
Description
Financial Gravity Companies, Inc. is a publicly traded entity specializing in investment management. Operating through its various subsidiaries, the company offers an extensive range of services, which encompass wealth management, estate planning, family office solutions, risk assessment, tax strategies for businesses and individuals, business advisory, and financial guidance. This firm was established in 2005 and is headquartered in Bee Cave, Texas.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD0.09
-0.01 (-10.01%)
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Volume Profile
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Liquidity & share structure
Average Volume
13.6K
Beta
-1.09
Float Shares
78.47M
Free Float %
85.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | -8.89% | +17.14% | -3.53% | -6.82% | +18.07% | -45.33% | +1.23% | -67.33% | -67.20% | -67.20% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
0.09
Quality scores
Altman Z-Score
1.41
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Conglomerates: +32.7%+8.3% Q1'26: +8.3% (vs Q1'25)
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EPS growth Financial - Conglomerates: +16.6%-242.9% Q1'26: +127.8% (vs Q1'25)
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FCF margin FCF growth · Financial - Conglomerates: +2.3%-2.9% Q1'26: +0.0% (vs Q1'25)
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EBIT margin Financial - Conglomerates: +36.2%-2.1% Q1'26: +2.3% (vs Q1'25)
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ROIC Financial - Conglomerates: +2.2%-6.5% Q1'26: +6.9% (vs Q1'25)
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Share dilution Financial - Conglomerates: +0.0%+0.2% Q1'26: -1.3% (vs Q1'25)
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Debt / EBITDA Net debt/EBITDA · Financial - Conglomerates: 2.57×-1.76× Q1'26: 1.96× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | B | 3/5 | 1/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 1/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 1/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 1/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 1/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 1/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-29 | C+ | 2/5 | 1/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-28 | C+ | 2/5 | 1/5 | 2/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-23 | C+ | 2/5 | 1/5 | 2/5 | 5/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-164.4K
OE per share TTM
0.00
Owner's Yield
-2.13%
Maintenance CapEx ratio
93.01%
Maint CapEx / Avg PPE
2.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
1
Total invested
9.5K
Insider transactions (90d)
0
Beneficial owners (>5%)
1
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Keith VandeStadt | 2.82M | 8.10% | 2.82M | — | 2.82M | — | IN | USA | 2016-11-16 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
1
+0 vs prev Q
New positions
0
Closed positions
0
Increased
0
Reduced
0
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 158.7K +— (+0.0%) | 9.5K -1.5K (-13.6%) | 0.17% +0.001 pp | 0.00% 0.000 pp | USD0.07 -14.3% | 2 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
This company is not held by any ETF in our universe.
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
1
Shares acquired
—
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+0
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-09-30 | Winters Scott Christopher | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-09-30 | Winters Jennifer | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-09-01 | Williams Mark John | Director | — | D | Common Stock | 0 | 0.00 | — | 5,333,333 | — | ↗ |
| 2020-08-05 | Winters Scott Christopher | Officer | — | D | Common Stock | 0 | 0.00 | — | 13,705,176 | — | ↗ |
| 2020-08-05 | Winters Jennifer | Director | — | D | Common Stock | 0 | 0.00 | — | 13,705,176 | — | ↗ |
| 2020-08-05 | Nemer Gary Joel | Director | — | D | Common Stock | 0 | 0.00 | — | 13,705,175 | — | ↗ |
| 2020-08-05 | Nelson William Robert | Director | — | D | Common Stock | 0 | 0.00 | — | 13,705,176 | — | ↗ |
| 2019-12-30 | Nelson William Robert | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-09-30 | Williams Paul O | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-09-30 | Pollock John David | Director / Officer / 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-09-19 | Buckner Debra Lynn | Officer | S-Sale | D | Common Stock | 4,500 | 0.35 | 1.6K | 1,000 | — | ↗ |
| 2019-08-27 | Winters Jennifer | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-27 | Nemer Gary Joel | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-15 | Buckner Debra Lynn | Officer | P-Purchase | A | Common Stock | 4,500 | 0.35 | 1.6K | 5,500 | — | ↗ |
| 2019-05-20 | Buckner Debra Lynn | Officer | P-Purchase | A | Common Stock | 1,000 | 0.25 | 250.00 | 1,000 | — | ↗ |
| 2019-02-26 | Buckner Debra Lynn | Officer | J-Other | A | Common Stock Purchase Options | 500,000 | 0.21 | 105.0K | 500,000 | — | ↗ |
| 2018-08-26 | Bourgeois Todd | Director | — | D | Common Stock | 0 | 0.00 | — | 150,000 | — | ↗ |
| 2018-08-26 | Ashby Michael Lin | Director | — | D | Common Stock | 0 | 0.00 | — | 1,196,806 | — | ↗ |
| 2018-07-30 | Myers David W. | Director | — | D | Common Stock purchase options | 150,000 | 0.09 | 12.8K | 0 | — | ↗ |
| 2018-07-27 | Bourgeois Todd | Director | — | D | Common Stock purchase options | 150,000 | 0.09 | 12.8K | 0 | — | ↗ |
| 2018-07-27 | Ashby Michael Lin | Director | — | D | Common Stock purchase options | 150,000 | 0.09 | 12.8K | 0 | — | ↗ |
| 2018-07-16 | Buckner Debra Lynn | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-09-01 | Winters Scott Christopher | Director / Officer | — | D | Common Stock purchase options | 18,750 | 0.33 | 6.2K | 0 | — | ↗ |
| 2017-06-30 | Bourgeois Todd | Director | — | D | Common Stock purchase options | 25,000 | 0.75 | 18.8K | 0 | — | ↗ |
| 2016-09-30 | Williams Paul O | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 1,896,414 | — | ↗ |
| 2016-09-30 | Reggio James F. | Officer | — | D | Common Stock | 0 | 0.00 | — | 98,100 | — | ↗ |
| 2016-09-30 | Pollock John David | Director / Officer / 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 15,037,962 | — | ↗ |
| 2016-09-30 | Lyon Edward A | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 2,593,500 | — | ↗ |
| 2016-09-30 | JOHNSON RICKY J | Officer | — | D | Options | 150,000 | 0.33 | 49.5K | 0 | — | ↗ |
| 2016-09-30 | Crumley George E | Director | — | D | Common Stock | 0 | 0.00 | — | 150,000 | — | ↗ |
| 2016-09-30 | Crowley Arthur David | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 3,000,000 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-7.1K
Shares Outstanding
91.81M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Scott Christopher Winters | Co-Chairman & Chief Executive Officer | 264.5K | male |
| John David Pollock | Co-Founder & Co-Chairman | 250.0K | male |
| Edward A. Lyon | Chief Tax Strategist & Director | 240.0K | male |
| William R. Nelson Jr. | Chief Investment Officer & Director | 137.4K | — |
| Jennifer Winters | Chief Operating Officer & Director | 137.4K | female |
| Gary Joel Nemer | Chief Financial Officer | 68.3K | male |
| Kaili Erin Winters | Chief Compliance Officer | — | female |
| Rosemary Black | Chief Technology Officer | — | female |
| Ashley Baucum | Chief Administrative Officer | — | female |
| Alex Brockway | Chief Legal Counsel | — | male |
ESG Rating
ESG Score History FINANCIAL - CONGLOMERATES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for FGCO
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
