Gratus Capital, LLC

Gratus Capital, LLC (CRD# 173627) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,744,839,144 in 2,929 accounts and serve the financial needs of clients across 39 states (or territories).

Current Firm Details
3535 Piedmont Road Ne, Building 14-500, Atlanta, GA 30305
https://linkedin.com/company/2064318
By the Numbers
  • Total Assets Under Management
    2,745
    MILLION
  • Total Number of Accounts
    2,929
    ACCOUNTS
  • Average Account Value
    $937,125
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KS, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Gratus Capital, LLC
Showing 11 - 17 of 17 top financial advisors.
11
Anna Davis, financial advisor Atlanta GA
Anna K. Davis
CRD#: 6351107
3535 Piedmont Road Ne, Building 14-500, Atlanta, GA 30305

Anna Davis (CRD# 6351107) is an Investment Advisor Representative working at Gratus Capital, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.

12
Gregory Fink, financial advisor Atlanta GA
Gregory Fink
CRD#: 2195634
3535 Piedmont Road Ne, Building 14-500, Atlanta, GA 30305

Gregory Fink (CRD# 2195634) is an Investment Advisor Representative working at Gratus Capital, LLC in Atlanta, GA and has over 32 years of experience in the finance industry.

13
John Hannah, financial advisor Atlanta GA
John A. Hannah
CRD#: 7521311
3535 Piedmont Road Ne, Building 14-500, Atlanta, GA 30305

John Hannah (CRD# 7521311) is an Investment Advisor Representative working at Gratus Capital, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

14
Jennifer Jones, financial advisor Atlanta GA
Jennifer J. Jones
CRD#: 4637142
3535 Piedmont Road Ne, Building 14-500, Atlanta, GA 30305

Jennifer Jones (CRD# 4637142) is an Investment Advisor Representative working at Gratus Capital, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

15
Michelle Kruger, financial advisor Atlanta GA
Michelle E. Kruger
CRD#: 7417593
3535 Piedmont Road Ne, Building 14-500, Atlanta, GA 30305

Michelle Kruger (CRD# 7417593) is an Investment Advisor Representative working at Gratus Capital, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

16
Lawrence Lee, financial advisor Atlanta GA
Lawrence J. Lee
CRD#: 5066657
3535 Piedmont Road Ne, Building 14-500, Atlanta, GA 30305

Lawrence Lee (CRD# 5066657) is an Investment Advisor Representative working at Gratus Capital, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

17
Landon Rogers, financial advisor Atlanta GA
Landon E. Rogers
CRD#: 7182854
3535 Piedmont Road Ne, Building 14-500, Atlanta, GA 30305

Landon Rogers (CRD# 7182854) is an Investment Advisor Representative working at Gratus Capital, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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