Jacqueline
Higgenbotham

Gratus Capital, LLC

CRD#5678079
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jacqueline Higgenbotham is a financial advisor based in Atlanta, Georgia, working with Gratus Capital, LLC. Jacqueline has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Day Hull, First Republic Investment Management, Inc, First Republic Securities Company, LLC, Victory Capital Services, Inc, Victory Capital Management Inc, and Gratus Capital. Jacqueline has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Jacqueline is part of Gratus Capital, LLC, which operates out of Atlanta, Georgia. The firm has 4 offices and 50 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Gratus Capital, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

3535 Piedmont Road Ne Building 14-500
Atlanta, GA 30305

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Gratus Capital, LLC Brokerage Details

Total Assets Under Management

$2,744,839,144

GA Average: $3,570,121,308
Total Number of Employees

50

GA Average: 58
Total Number of Accounts

2,929

GA Average: 1,608
Average Account Size

$937,125

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Jacqueline Higgenbotham Work History

2022 - Present (3 years)

Gratus Capital

2021 - 2022 (1 year)

Victory Capital Services, Inc

2021 - 2022 (1 year)

Victory Capital Management Inc

2019 - 2021 (2 years)

First Republic Investment Management, Inc

2019 - 2021 (2 years)

First Republic Securitiees Company, LLC

2016 - 2019 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2016 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Day Hull

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jacqueline Higgenbotham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gratus Capital, LLC

Cameron Starr
Atlanta, GA
John Hannah
Atlanta, GA
Joshua Hunter
Atlanta, GA
Nicole Caron
Atlanta, GA
Lawrence Lee
Atlanta, GA
Grover Buffington
Atlanta, GA
Jason Hemsley
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started