RIA Intel›Advisers›Georgia›GRATUS CAPITAL MANAGEMENT, LLC

GRATUS CAPITAL MANAGEMENT, LLC

Advisory

N·ATLANTA, GA

Data as of Mar 10, 2014 · Source: SEC Form ADV

Total AUM

$717M

1-Year AUM Growth

+18.6%

3-Year CAGR

+25.7%

Employees

5

Assets Under Management

Total AUM$717M

Discretionary AUM$687M

Non-Discretionary AUM$29M

Discretionary %95.9%

Total Clients—

Team

Total Employees5

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingDec 16, 2005

Latest FilingMar 10, 2014

🔒 Full AUM trend chart and 24 historical filings spanning 9+ 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 MANAGEMENT, LLC

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