Gratus Wealth Advisors Llc
- Regulatory AUM
- $822M
- Discretionary
- $822M
- Clients
- 444
- Avg AUM / client
- $1.9M
- Accounts
- 1,142
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 231 | $87.1M | 10.6% |
| High net worth individuals | 200 | $683M | 83.1% |
| Pension and profit sharing plans | 8 | $30.1M | 3.66% |
| Charitable organizations | 3 | $19.9M | 2.42% |
| Corporations and other businesses | 2 | $2.0M | 0.25% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| H.S.S.I. 401(k) Plan Homeland Security Solutions, Inc. | 2024 | |
| Coastal Hospitality Associates, Llc 401(k) Plan Coastal Hospitality Associates, Llc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cline Edward Reasor | Owner And Cco | CFP | Nov 2023 (3y) | 75% or more |
| Chad Tyler Williamson | Owner | CFP | Nov 2023 (3y) | 10% – 25% |
| Gerald Long Sullivan | Registered representative | Dec 2023 (3y) | ||
| Barbara Garcia | Registered representative | Jan 2024 (3y) | ||
| Cheri Denny Poston | Registered representative | CFP | Jan 2024 (3y) | |
| Dorothy Pratt Mannix | Registered representative | Jan 2024 (3y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| H.S.S.I. 401(k) Plan | Homeland Security Solutions, Inc. | 0 | $0 | 01/01/2024 |
| Coastal Hospitality Associates, Llc 401(k) Plan | Coastal Hospitality Associates, Llc | 163 | $5.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • ANNUAL RETAINER BASED
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $780M (95% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗