GRYPHON FINANCIAL PARTNERS

RIASEC RegisteredEst. 2017
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$865K
Accounts
2,819
Employees
31
Advisory reps
17

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

FINTRX

Overview

Gryphon Financial Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2017. The firm operates as a capital allocator and serves both individuals/families and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Fee arrangements are mixed—percentage-of-AUM, hourly and fixed-fee work are all used. Gryphon is not positioned as an ESG-focused manager, and it reports no pension consulting or related-adviser activity. The firm also acts in sponsoring and managing pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 39%, Public Funds/Mutual Funds 23%, Private Funds 16%, State & Local Bonds 11%, Cash & Cash Equivalents 8%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%39%
  • 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

  • Kristen Nicholson

    DirectorCRD 7806342

  • MICHAEL SOLIK

    Head of Investment SolutionsCRD 6487011

  • MARK FLEMING

    Director of Investment ManagementCRD 5048554

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 119

Active vs passive

$426M in ETFs

Passive

98%

$417M

Active

1%

$9.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$192M294,16645.09%
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Location

Primary office

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 McConnell Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth