Gratus Capital
Gratus Capital is a privately held Atlanta-based investment management firm founded in 2005 offering financial planning, estate planning, and wealth management services to individual investors, business owners, and institutional clients within the Focus Financial Partners network.
- Company typePrivate
- Founded2005
- HeadquartersAtlanta, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Gratus Capital does
Gratus Capital is a privately held investment management firm founded in 2005 and headquartered in Atlanta, Georgia. The firm operates with 11-50 employees and provides financial planning, estate planning, and wealth management services to individuals, business owners, and institutional clients. Its core offering centers on holistic wealth advisory built around client goals, values, and lifestyle objectives, supported by a structured wealth planning process and research-backed investment strategies.
The detailed product and service portfolio associated with Gratus Capital's operating context spans Wealth Management, Specialized Planning, Family Office Services (including CFO Services), Investment Planning, Tax Services, Business Management, Business Owner Services, Divorce & Dispute Resolution, and Budget Services. Institutional Services and Retirement Solutions represent dedicated sub-brands serving nonprofits, institutional investors, and businesses with retirement plan needs. A Lifestyle Services component provides curated, bespoke partner referrals as an adjunct to core financial advisory. The firm distributes through a direct advisor-led sales model, with clients accessing services via in-person consultations across office locations.
The revenue model is subscription/recurring in nature, consistent with standard AUM-based wealth management fee structures. Services are customized to individual client needs rather than offered as standardized tiered products. The firm operates as part of the broader Focus Financial Partners network, which provides nationwide distribution infrastructure and back-office support. No public pricing details, revenue figures, or headcount growth metrics are disclosed in the source material, limiting quantitative assessment.
Gratus Capital firmographics
Firmographics- Name
- Gratus Capital
- Legal name
- Focus Partners Wealth
- Website
- https://gratuscapital.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Gratus Capital is a privately held Atlanta-based investment management firm founded in 2005 offering financial planning, estate planning, and wealth management services to individual investors, business owners, and institutional clients within the Focus Financial Partners network.
- Ownership category
- akta.pro rank
Gratus Capital industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Gratus Capital is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Gratus Capital business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Services: The company generates revenue through wealth management fees, likely based on assets under management (AUM). Services include wealth planning, investment planning, tax services, and family office services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Gratus Capital product offering
Product offeringCore offering
Gratus Capital is an investment management company that offers financial planning, estate planning, and wealth management services. Founded in 2005 and based in Atlanta, USA, the firm operates with 11-50 employees and provides personalized wealth advisory solutions to individual clients through its investment management practice.
Product overview
Focus Partners Wealth is a comprehensive wealth management and advisory firm offering a unified platform of services built around individual client goals, values, and lifestyle objectives. The core offering includes Wealth Management, Investment Planning, and Wealth Planning Process, supported by specialized planning services for complex financial situations. The portfolio spans Family Office Services (including CFO Services), Institutional Services, and Retirement Solutions for businesses. Additional specialized modules include Tax Services, Business Management, Business Owner Services, Divorce & Dispute Resolution, Budget Services, and Lifestyle Services. The company positions itself as a full-service financial advisory firm with network-based delivery across the United States.
Differentiator
Problem solved
Functional benefit
Brands
- Focus Partners Institutional: Institutional services division providing high-value investment solutions for institutional clients with fiduciary excellence.
- Focus Partners Retirement Solutions
Products and services
- Financial Planning Personalized financial planning services offered to clients as part of Gratus Capital's investment management practice, designed to align financial strategies with individual goals, values, and lifestyle objectives.
- Estate Planning Estate planning services provided by Gratus Capital to help clients manage and structure the transfer of wealth in accordance with their personal and family objectives.
- Wealth Management Comprehensive wealth management services delivered by Gratus Capital, encompassing investment advisory and ongoing portfolio guidance for affluent individuals and families based in the United States.
Companies that use Gratus Capital
Customer profileSegments3 records
Ideal customer profiles1 record
Gratus Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Gratus Capital partnerships and signals
Strategic signalScale indicators2 records
Recent moves3 records
Expansion highlights4 records
Gratus Capital competitors and assessment
Company assessmentDirect peers
- Moneta Group: Mid-sized RIA providing comprehensive wealth management, financial planning, and family office services to HNW clients. Closely aligned with Gratus Capital in scale, service breadth, and target client profile.
- Carson Group: Wealth management firm serving financial advisors and their clients through a partnership and support model. Closely comparable boutique-to-mid-size positioning with similar financial planning and investment advisory services.
- Focus Partners Wealth: National wealth management firm offering comprehensive financial planning, estate planning, family office, and investment management services. Directly comparable full-service advisory model to Gratus Capital, though operating at substantially greater scale across multiple offices.
- Sequoia Financial Group: Mid-sized RIA providing comprehensive wealth management, financial planning, and investment advisory services. Comparable scale and full-service positioning to Gratus Capital within the U.S. RIA market.
Emerging players
- Sanctuary Wealth: Wealth management partnership platform serving select advisor teams delivering comprehensive wealth services. Comparable boutique, high-touch model to Gratus but structured as an advisor partnership network rather than a single firm.
Broad incumbents
- Creative Planning: One of the largest independent RIAs in the U.S., offering wealth management, financial planning, estate planning, and tax services. Mirrors Gratus's service mix but operates at significantly greater scale with a national footprint.
- Mariner Wealth Advisors: National wealth advisory firm providing financial planning, estate planning, investment management, and family office services to HNW clients. Comparable service offering to Gratus Capital but at materially greater scale across multiple U.S. offices.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S. offering financial planning, investment management, and wealth advisory services. Similar service offering to Gratus Capital but operating at substantially greater scale and with a broader national footprint.
- Bessemer Trust: Private wealth management firm serving ultra-high-net-worth families with comprehensive wealth planning, estate planning, and investment management. Similar service mix to Gratus but focused on the ultra-HNW segment and operating at substantially greater scale.
Others
- LPL Financial: Largest independent broker-dealer in the U.S. providing wealth management infrastructure, technology, and compliance support to thousands of independent RIAs. Adjacent to Gratus's operating model as an enabling infrastructure platform.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights4 records
Customer concentration
Gratus Capital social profiles
Digital presenceGratus Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Gratus Capital leadership team
Management profileNumber of profiles
Gratus Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Gratus Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Gratus Capital
What does Gratus Capital do?
Gratus Capital is an investment management company that offers financial planning, estate planning, and wealth management services. Founded in 2005 and based in Atlanta, USA, the firm operates with 11-50 employees and provides personalized wealth advisory solutions to individual clients through its investment management practice.
Is Gratus Capital a public or private company?
Gratus Capital is a private company. It is classified as unknown and is currently operating.
When was Gratus Capital founded?
Gratus Capital was founded in 2005. It employs 11 to 50 people.
Where is Gratus Capital based?
Gratus Capital is headquartered in Atlanta, United States, in the North America region.
How does Gratus Capital make money?
One revenue line is on record: wealth Management Services.
Who are Gratus Capital's main competitors?
Direct peers on record are Moneta Group, Carson Group, Focus Partners Wealth and Sequoia Financial Group. Sanctuary Wealth is listed as an emerging player. Broad incumbents are Creative Planning, Mariner Wealth Advisors, Edelman Financial Engines and Bessemer Trust. LPL Financial is listed as an others.
Does Gratus Capital have an API?
No public API is recorded for Gratus Capital.
What industry is Gratus Capital in?
Gratus Capital's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.