# Gratus Wealth Advisors LLC

> Gratus Wealth Advisors LLC is an SEC-registered investment advisory firm in Virginia Beach, VA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 328641
- Filed as: GRATUS WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328641
- AdvisorCensus page: https://advisorcensus.com/firm/gratus-wealth-advisors-llc-virginia-beach-va-328641

## Quick answers

**How is Gratus Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gratus Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Gratus Wealth Advisors LLC charge?**
Its Form ADV Part 2A brochure dated May 15, 2026 states: Asset-based fee: up to 1.35% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Gratus Wealth Advisors LLC located?**
Gratus Wealth Advisors LLC's principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Gratus Wealth Advisors LLC registered with the SEC or a state?**
Gratus Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328641.

**How much does Gratus Wealth Advisors LLC manage?**
Gratus Wealth Advisors LLC reports $822,187,016 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**How have Gratus Wealth Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for Gratus Wealth Advisors LLC: Regulatory assets under management: $590,603,611 in the October 2024 data and $822,187,016 in the October 2026 data, up 39%. Total employees: 7 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gratus Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (231); high net worth individuals (200); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Gratus Wealth Advisors LLC use?**
Gratus Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Gratus Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328641

**What changed in Gratus Wealth Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $690,666,938 to $822,187,016 (+19%). Registered or notice-filed in SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Asset-based fee: up to 1.35% of assets a year (the maximum the brochure states)

> Gratus is compensated for providing asset management services by charging a negotiable fee based on the total assets under management. The maximum annual fee to be charged to the client’s account(s) will not exceed 1.35%.

> All fees are agreed upon before entering the Financial Planning and Consulting Agreement you sign. We may charge a flat fee, an hourly fee, or an ongoing annual fee for financial planning or consulting services. Flat fees as well as Annual Ongoing Fees will not exceed $50,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $822,187,016
- Discretionary: $822,187,016
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 231 | $87,058,142 |
| High net worth individuals | 200 | $683,138,332 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $30,059,238 |
| Charitable organizations | 3 | $19,883,268 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $2,048,036 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (2 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NC, NH, NY, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gratuswealthadvisors.com](https://gratuswealthadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $590,603,611 | 7 | July 8, 2024 |
| October 2025 | $690,666,938 | 9 | June 23, 2025 |
| October 2026 | $822,187,016 | 9 | September 21, 2026 |

Regulatory assets under management: $590,603,611 in the October 2024 data and $822,187,016 in the October 2026 data, up 39%.
Total employees: 7 in October 2024 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $690,666,938 to $822,187,016 (+19%).
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gratus Wealth Advisors LLC (CRD 328641): Form ADV filing data as of October 2026.