Investment adviser · CRD 138151

GRATUS CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Mar 10, 2014

Regulatory AUM
$717M
Form ADV · Item 5.F
Client accounts
726
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 10, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

3350 RIVERWOOD PKWY, STE. 1550
ATLANTA, GA, 30339, United States

CRD 138151

Filing source

Form ADV 793050 · Mar 10, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.