Overview
Assets Under Management: $2.7 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 646
Average Client Assets: $3.2 million
Frequently Asked Questions
GRATUS CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173627), GRATUS CAPITAL, LLC is subject to fiduciary duty under federal law.
GRATUS CAPITAL, LLC is headquartered in ATLANTA, GA.
GRATUS CAPITAL, LLC serves 646 high-net-worth clients according to their SEC filing dated May 31, 2024. View client details ↓
According to their SEC Form ADV, GRATUS CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
GRATUS CAPITAL, LLC manages $2.7 billion in client assets according to their SEC filing dated May 31, 2024.
According to their SEC Form ADV, GRATUS CAPITAL, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Recent Rankings
Forbes 2024: 4
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 646
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.33%
Average Client Assets: $3.2 million
Total Client Accounts: 2,929
Discretionary Accounts: 2,860
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 173627
Filing ID: 1879677
Last Filing Date: 2024-05-31 09:43:00