RIA Intel›Advisers›Georgia›ZERO GRAVITY FINANCIAL, LLC

ZERO GRAVITY FINANCIAL, LLC

Advisory

GA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$576K

across 68 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, GA, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

NOONAN CAPITAL MANAGEMENT, L.L.C.

$39M

ANOVEST INVESTMENT ADVISORS, INC.

$39M

PROFESSIONAL ADVISORY GROUP, INC.

$39M

TRINITY CAPITAL MANAGEMENT, LLP

$40M

BRIGHTER INVESTING, PB LLC

$39M

HANKINSON WEALTH MANAGEMENT, INC.

$40M

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