Gratus Capital

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.

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

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

• Wealth management
• Financial planning
• Estate planning
• Investment management
• Portfolio advisory

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Core 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.

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights4 records

Direct 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

• Xx.com/FocusPartnersW
• Facebookfacebook.com/FocusPartnersWealth
• LinkedInlinkedin.com/company/gratus-capital-management

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gratus Capital