Insights

Exclusive client focus Gratus Capital targets high-net-worth individuals, families, foundations, and endowments, indicating potential cross-sell opportunities in sophisticated wealth management services, legacy planning, and philanthropic giving strategies.

Strong industry recognition Consistent Forbes/Shook and top-tier rankings along with expansion moves signal credibility to affluent prospects and gatekeepers, enabling sales teams to use credibility as a differentiator in outreach.

Active portfolio expansion Recent notable investments and stake acquisitions across diverse asset classes including real estate, managed futures, and biotech indicate appetite for diversified, institutional-grade portfolios that may align with institutional family office clients.

Robust tech stack Utilizes modern tools (HubSpot, Salesforce, Microsoft 365, AWS, Google Cloud, Power Automate) enabling scalable client onboarding, personalized marketing, and efficient advisory workflows—opportunity to plug in where tech-enabled service enhancements appeal to prospects.

Geographic/office growth Recognition as a top Southeast firm and office expansion in Atlanta suggest regional emphasis with potential to target nearby high-net-worth networks, professional referrals, and events in growth corridors.

Similar companies to Gratus Capital

Gratus Capital Tech Stack

Gratus Capital uses 8 technology products and services including HubSpot Analytics, Microsoft Power Automate, Amazon Web Services, and more. Explore Gratus Capital's tech stack below.

Media & News

Gratus Capital's Email Address Formats

Gratus Capital uses at least 2 email formats:
Gratus Capital Email FormatsExamplePercentage
FLast@gratuscapital.comJDoe@gratuscapital.com
99%
First@gratuscapital.comJohn@gratuscapital.com
1%

Frequently Asked Questions

What is Gratus Capital's phone number?

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You can contact Gratus Capital's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Gratus Capital's official website and social media links?

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Gratus Capital's official website is gratuscapital.com and has social profiles on LinkedIn.

How much revenue does Gratus Capital generate?

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As of October 2026, Gratus Capital's annual revenue is estimated to be $25M - $50M.

What is Gratus Capital's SIC code and NAICS code?

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Gratus Capital's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Gratus Capital have currently?

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As of October 2026, Gratus Capital has approximately 10 employees across 1 continents, including North America. Key team members include Managing Director: B. H. C., Owner: P. R. and Director Of Marketing: A. C. Explore Gratus Capital's employee directory with LeadIQ.

What industry does Gratus Capital belong to?

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Gratus Capital operates in the Investment Management industry.

What technology does Gratus Capital use?

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Gratus Capital's tech stack includes HubSpot Analytics, Microsoft Power Automate, Amazon Web Services, WordPress, Salesforce, Google Cloud, Piwik and Microsoft Teams.

What is Gratus Capital's email format?

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Gratus Capital's email format typically follows the pattern of FLast@gratuscapital.com. Find more Gratus Capital email formats with LeadIQ.

When was Gratus Capital founded?

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Gratus Capital was founded in 2005.
Gratus Capital logo

Gratus Capital

Investment ManagementGeorgia, United States2-10 Employees

Gratus Capital is a wealth management firm based in Atlanta, Georgia, that serves a selective clientele of successful individuals, families, foundations, and endowments. The firm offers a comprehensive financial planning approach, combining investment and cash flow analysis with tax strategies and estate planning, with emphasis on personal attention, responsiveness, and well-researched, thoughtful advice. It supports clients through ongoing market analysis, research, proactive communication, and regular review of objectives, seeking to address related financial considerations as part of a proactive service model.

The company operates within the investment management industry and positions itself as a small, client-focused practice that provides tailored guidance and proactive service to a narrow client base. In 2022, Gratus Capital was recognized as No. 4 on the Forbes/Shook list of Top 100 RIA Firms nationwide and No. 1 in the Southeast, reflecting industry acknowledgement of its regional standing. The firm also expanded its offices to a Piedmont Road location in 2021, underscoring its footprint in Atlanta.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2005
Employees
2-10

Section iconFunding & Financials

  • $25M - $50M

    Gratus Capital's revenue is estimated to be in the range of $25M - $50M

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