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 first registered with the SEC in 2017. The firm acts as a capital allocator and offers a mix of financial planning and portfolio management services for individuals, families and institutional clients. Its advisory menu includes discretionary portfolio management for individuals, small businesses and institutions, selection of third‑party managers, and financial planning. Fee arrangements are flexible and include percent‑of‑AUM billing plus hourly, fixed and other fee structures. Gryphon does not identify as an active ESG investor and is not listed as a multi‑state or pension consultant adviser; it also serves in sponsor/GP and managing‑member roles for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Kristen Nicholson
DirectorCRD 7806342
Michael Solik
Head of Investment SolutionsCRD 6487011
Mark Fleming
Director of Investment ManagementCRD 5048554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 119Active vs passive
$426M in ETFs
98%
$417M
1%
$9.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $192M | 294,166 | 45.09% |
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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