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GRATUS CAPITAL, LLC

ATLANTA, GA · CRD 173627 · IAPD ↗ · 404-961-6000

$2.74BRegulatory AUM
26Advisory reps
50Employees
0Clients
More than 500Planning clients
7Private funds
39States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2025 — GRATUS CAPITAL, LLC (ATLANTA, GA) left the SEC roster (was $2.74B RAUM, 26 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
May 2024 — GRATUS CAPITAL, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — GRATUS CAPITAL, LLC notice-filed in LA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — GRATUS CAPITAL, LLC reported RAUM up 31% ($2.10B -> $2.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — GRATUS CAPITAL, LLC reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
February 2024 — GRATUS CAPITAL, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.