Gratus Capital, LLC

Investment Advisor
in Atlanta, GA

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About this Advisor

Lawrence Lee is a chartered financial analyst who works in Atlanta, Georgia, who has 11 years of work experience. Lee is on the advisory team at Gratus Capital, LLC. Over the course of their career, Lee has held roles at Canaccord Genuity, Wells Fargo Securties, LLC, Gratus Capital Management, LLC and Gratus Capital, LLC. Lee maintains a Series 63 license, which qualifies them as a securities representative, and is registered to operate in Georgia and Virginia. Gratus Capital, LLC is a financial advisory business that has its headquarters in Atlanta, Georgia. It has offices in four locations and a total of 40 financial advisors. It administers $4 billion in assets under management among its 3,662 client accounts, making it one of the largest firms in the nation by assets under management. Of its 3,662 customer accounts, 55% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Gratus Capital, LLC likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 years

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

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Gratus Capital, LLC Brokerage Details

Total Assets Under Management


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


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

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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

Lawrence Lee Work History

Lawrence has 11 years of experience.

2014 - Present (9 years)

Gratus Capital, LLC

2013 - Present (10 years)

Gratus Capital Management, LLC

2012 - 2013 (1 year)

Wells Fargo Securties, LLC

2011 - 2012 (1 year)

Canaccord Genuity


Lawrence Lee has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gratus Capital, LLC

Alton Meadows
Atlanta, GA
Landon Rogers
Atlanta, GA
Gregory Fink
Atlanta, GA
Joshua Swartz
Atlanta, GA
Jay Bowen
Atlanta, GA
Lawrence Lee
Atlanta, GA
Salim Boutagy
Trumbull, CT
Anna Davis
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

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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.

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