---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-24-006022"
form_type: "8-K"
ticker: "FGCO"
cik: "0001377167"
company_name: "Financial Gravity Companies, Inc."
filed_at: "2024-08-26T23:59:59+00:00"
generated_at: "2026-05-31T07:36:00.849418+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Marathon terminates agreements, risks $350k annual revenue from AUM fees

## Summary
- Marathon Financial Group initiated termination of long-term client account agreements with company's RIA subsidiaries.
- The AUM-related fees contributed approx. $350k annually; full reclamation could reduce FY2025 cash flow by that amount.
- Company disputes Marathon's right to compete for client AUM and intends to seek enforcement through legal channels.

## SEC filing metadata
- accession: 0001683168-24-006022
- form_type: 8-K
- ticker: FGCO
- cik: 0001377167
- company_name: Financial Gravity Companies, Inc.
- filed_at: 2024-08-26T23:59:59+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 1.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1377167/000168316824006022/0001683168-24-006022-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1377167/000168316824006022/fingravity_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-24-006022
- JSON: https://secwatch.observer/filing/0001683168-24-006022.json
- Plain text: https://secwatch.observer/filing/0001683168-24-006022.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.