Gryphon Financial Partners
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 288210
- Registered since
- May 30, 2017
- Website
- gryphonfp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI95.57%
- Individuals4.17%
- Pension & Profit Sharing Plans0.13%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Gryphon Financial Partners is an independent registered investment adviser organized as an LLC and operating since 2017. The firm functions as a capital allocator for both individual/family and institutional clients, offering blended fee arrangements that include a percentage of AUM alongside hourly and fixed-fee engagements. Core advisory services are financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. The firm reports industry roles beyond advisory work, serving as an investment sponsor and acting as general partner/managing member of pooled investment vehicles. Gryphon does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds23%
- Private Funds16%
- State & Local Bonds11%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
Joel Guth
CEOCRD 2529234
Contacts
3 of 16
Terry Davis
DirectorCRD 4379676
Thomas Regan
DirectorCRD 4224009
Austin Altenburg
Director, Wealth ManagementCRD 4861458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$467M in ETFs
98%
$457M
1%
$9.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $227M | 303,755 | 48.68% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 325 John H Mc Connell Blvd
- Time zone
- ET (UTC-5)
- Office locations
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