CRD: 328641
Gratus Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-07-2023
- Office Locations
- 1
Office Locations
About Gratus Wealth Advisors LLC
Gratus Wealth Advisors is an SEC-registered wealth advisory practice serving individuals, multi-generational families, and business owners locally and nationwide. The team emphasizes a thorough discovery process, straightforward recommendations, and proactive ongoing meetings. Public filings indicate financial planning and discretionary portfolio management focused on asset allocation using public funds and ETFs, with custody through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Owner & Executives
CLINE EDWARD REASOR
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #4967111
- Ownership
- 50% but less than 75%
Chad Tyler Williamson
Managing Partner
- CRD
- #6603651
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Barbara Garcia
--
- CRD
- #6380615
DOROTHY PRATT MANNIX
Managing Partner
- CRD
- #1236184
Focus fusion
Radial north
- CRD
- #43059
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $822,187,016 | $719,954 |
| Non-Discretionary | $0 | -- |
| Total | $822,187,016 | $719,954 |
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Separately Managed Accounts
Total SMA Asset: $822,187,016
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $981,180,306 | 13.5% |
| Equity - Exchange | $2,049,576,640 | 28.2% |
| Cash | $3,147,044,982 | 43.3% |
| Corporate - Investment Grade | $1,090,200,341 | 15.0% |
| Total | $7,268,002,269 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST RADIAL | BEACON MOMENTUM | XNSV3A5Z5 | CXT | 5.63% | $45,483,928 |
| RIDGE BRIDGE UNISON | FOUNDATION VERTEX | N2H1CF5UQ | PTY | 10.21% | $63,015,094 |
| VITAL FUSION EAGLE | WAVE MATRIX | 1Z43AD2NT | VOLB | 3.36% | $93,227,720 |
| FOCUS SIGNAL | INSIGHT FOUNDATION | 1IPZKNO1K | QNX | 6.16% | $61,867,338 |
| WAVE MOMENTUM | BEACON VITAL | 675V5292U | PDFPW | 6.99% | $44,164,380 |
| CATALYST SIGNAL | PATHWAY TIMBER | LTQWFY1BY | PIS | 1.86% | $31,008,027 |
| LEGACY RADIAL HORIZON | SIGNAL ATLAS | K4IM36HXR | UIK | 2.70% | $51,478,736 |
| QUANTUM ALPHA FRONTIER | PRIME CAPITAL | Z0EWWXWHY | KWOH | 0.70% | $110,727,424 |