Antigravity Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Antigravity Investments provides web-based, discretionary asset management and portfolio management services to individual clients through an interactive website, handling portfolio construction, asset allocation, and ongoing monitoring. The firm reports $34,934 in discretionary assets under management across two clients and uses a mix of fixed-dollar advisory tiers and a negotiable AUM-based Managed Tier.
The firm’s investment process is driven by an online onboarding questionnaire that captures income, tax levels and risk tolerance to construct client-specific plans, and it applies fundamental, technical, cyclical and quantitative analysis in security selection. Antigravity requires discretionary trading authority, communicates recommendations and account notices through its app, and allows payment of its fixed-tier fees by debit or credit card.
Distinctive features in the brochure include an internet-first operating model with automated account-alignment notices (including logic tied to a Managed Tier for accounts meeting standardized criteria) and limited firm-generated reporting, with custodial statements provided directly to clients. The brochure also discloses referral arrangements with American Deposit Management and StoneCastle Cash Management for deposit services and states that the firm does not aggregate trades, which can affect execution outcomes relative to peers.
Client services
Expertise
Fee options
Fixed annual fees as per tiers listed above
$0 - $49,000: $49 annual fixed fee $49,001 - $499,000: $199 annual fixed fee $499,001+: $399 annual fixed fee $100,000+: Negotiable percentage up to 0.5% annually (AUM-based Managed Tier)
Minimum fee: Fixed annual fees: $49 for $0 - $49,000; $199 for $49,001 - $499,000; $399 for $499,001 and above Fee-only: Fixed fees and percentage of AUM fees only, no commissions
Main office
San Francisco CA
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Antigravity Investments · Antigravity Investments Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William W
Series 65
San Francisco, CA
Antigravity Investments
William Wong is a financial advisor at Antigravity Investments with eight years of industry experience and holds a Series 65 designation. He has held roles at Walmart Inc., Vizio Inc., Capital One, and is the Chief Executive Officer of Better, PBC, a research organization focused on life improvement in the wellness industry. Antigravity Investments provides web-based, discretionary asset management services to individual clients through an interactive platform that uses a combination of fundamental, technical, cyclical, and quantitative analysis for security selection. The firm emphasizes an internet-first operating model with automated account alignment and client communication through its app.
Raymond N
Series 63, Series 65
San Francisco, CA
Antigravity Investments
Raymond Navarro is a financial advisor at Antigravity Investments with two years of industry experience. He previously worked as an analyst for mergers and acquisitions at StoneBridge Acquisition Corporation and held a position at The Vant Group. Antigravity Investments offers web-based, discretionary asset and portfolio management services to individual clients, using an online onboarding process and a combination of fundamental, technical, cyclical, and quantitative analyses for security selection. The firm operates primarily through a digital platform that facilitates fee payments and client communications.
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