RIA Intel›Advisers›Georgia›GRATUS CAPITAL, LLC

GRATUS CAPITAL, LLC

Advisory

N·ATLANTA, GA

Data as of May 31, 2024 · Source: SEC Form ADV

Total AUM

$2.7B

1-Year AUM Growth

+30.5%

3-Year CAGR

+4.5%

Employees

26

Assets Under Management

Total AUM$2.7B

Discretionary AUM$2.7B

Non-Discretionary AUM$50M

Discretionary %98.2%

Total Clients—

Team

Total Employees26

Investment Advisers50

Employee Growth (1Y)+4.0%

Filing History

Total Filings on Record65

First FilingOct 30, 2014

Latest FilingMay 31, 2024

🔒 Full AUM trend chart and 65 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GRATUS CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.