Gratus Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, insurance, philanthropic planning, and tax planning.
Gratus Wealth Advisors reports 444 clients. They include 231 individual clients, 200 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 100.0% ($822M across 1,142 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.64B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 11% |
| High-net-worth individuals | 45% | 83% |
| Pension and profit-sharing plans | 2% | 4% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 231 | $87.1M | 10.6% | $377K |
| High-net-worth individuals | 200 | $683M | 83.1% | $3.42M |
| Pension and profit-sharing plans | 8 | $30.1M | 3.7% | $3.76M |
| Charitable organizations | Fewer than 5 | $19.9M | 2.4% | $6.63M |
| Corporations and other businesses | Fewer than 5 | $2.05M | 0.2% | $1.02M |
| Total | 444 | $822M | 100% | — |
- Clients
- 231
- Regulatory AUM
- $87.1M
- AUM share
- 10.6%
- Avg. per client
- $377K
- Clients
- 200
- Regulatory AUM
- $683M
- AUM share
- 83.1%
- Avg. per client
- $3.42M
- Clients
- 8
- Regulatory AUM
- $30.1M
- AUM share
- 3.7%
- Avg. per client
- $3.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $19.9M
- AUM share
- 2.4%
- Avg. per client
- $6.63M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.05M
- AUM share
- 0.2%
- Avg. per client
- $1.02M
Total
- Clients
- 444
- Regulatory AUM
- $822M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Gratus Wealth Advisors charges up to 1.35% a year for its Annual Fees for Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Flat fees and annual ongoing fees for planning or consulting will not exceed $50,000, and hourly fees range from $0 to $500 per hour.
- Retirement Plan Advisory and Consulting
- Retirement plan advisory and consulting fees are negotiated, charged as a percentage of plan assets, with a maximum of 1.35%.
Cline Reasor owns 50% to 75% of Gratus Wealth Advisors. It has 9 employees, 6 of them in advisory roles.
Staff
- 9 employees
- 6 in advisory functions
- 6 state-registered reps
- 3 broker-dealer reps
- 4 insurance agents
- Owns 50% to 75% of Gratus Wealth Advisors LLC
Cline Reasor
Control person · since November 2023
- Owns 25% to 50% of Gratus Wealth Advisors LLC
Chad Williamson
Control person · since November 2023
Gratus Wealth Advisors’ regulatory assets grew from $591M (July 2024) to $822M (September 2026); clients rose from 385 to 444 and employees from 7 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $822M | 444 | 9 | 1 |
| Jun 2025June 2025 | $691M | 418 | 9 | 2 |
| Jul 2024July 2024 | $591M | 385 | 7 | 1 |
Besides its headquarters, Gratus Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Virginia · 1 listed address
- 192 Ballard CT, Ste 101, Virginia BeachHQ
Contact and registration details
- Legal name
- Gratus Wealth Advisors LLC
- Headquarters
- 192 Ballard CT, Ste 101, Virginia Beach, VA 23462
- Website
- gratuswealthadvisors.com
- Phone
- 757-909-5500
- SEC file
- 801-129165
- Founded
- 2011
- Structure
- Virginia LLC
- Fiscal year end
- December
Gratus Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($780M). Gratus Wealth Advisors has custody of $312M for 64 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $780M100%
At year end, Gratus Wealth Advisors’ separately managed accounts were mostly in funds (80%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $786M across 138 positions; the largest are iShares TR (12.0%), Vanguard World FD (9.2%) and Invesco Exchange Traded FD T (6.3%).
What the accounts hold
- Stocks17%
- Funds80%
- Bonds1%
- Cash3%
How many clients does Gratus Wealth Advisors have?
Gratus Wealth Advisors has 444 clients and manages $822 million for them, as of September 2026. They include 231 individual clients, 200 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Gratus Wealth Advisors offer?
Gratus Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Gratus Wealth Advisors charge?
Gratus Wealth Advisors charges up to 1.35% a year for its Annual Fees for Advisory Services. The fee is billed in advance and is negotiable.
Source: GRATUS WEALTH ADVISORS ADV PART 2A, filed 21 September 2026
Which custodians does Gratus Wealth Advisors use?
Gratus Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $780M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does Gratus Wealth Advisors have?
Gratus Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gratus Wealth Advisors invest in?
At the end of its last fiscal year, Gratus Wealth Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 3% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gratus Wealth Advisors?
Gratus Wealth Advisors’ direct owners are Cline Reasor (50% to 75%) and Chad Williamson (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Gratus Wealth Advisors get paid?
Gratus Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gratus Wealth Advisors?
Gratus Wealth Advisors’ main office is at 192 Ballard CT, Ste 101, Virginia Beach, VA 23462. Its phone number is 757-909-5500. Its website is gratuswealthadvisors.com.