Wealth manager, public-company owned · Columbus, OH
Gryphon Financial Partners
Gryphon Financial Partners, LLC · SEC-registered investment adviser · CRD 288210 · SEC 801-110583
At a glance
Gryphon Financial Partners is an SEC-registered investment adviser based in Columbus, Ohio, with $2.4 billion in regulatory assets under management as of its Form ADV filed September 17, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 655 individual clients. By Form ADV it is a wealth manager (public-company owned), ranked 649th of 8,915 wealth managers and 3,228th of 17,210 SEC-registered advisers by assets.
Main office 614-929-2880gryphonfp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.4B
- Rank among wealth managers
- #649 of 8,915
- Rank among all SEC RIAs
- #3,228 of 17,210
- Rank in Ohio
- #64 of 403
- Individual clients
- 655
- High-net-worth clients
- 341
- Accounts
- 2,819
- Discretionary
- 100% of AUM
- Employees
- 31
- Advisory staff
- 15
- Offices
- 5
Owners and executives on its Form ADV
- Joel J. GuthManaging Member
- Catherine Z. CoryManaging Member
- Jeffrey R LaguschPartner
- Thomas M. ReganPartner
- Traci L. NickelsChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Gryphon Financial Partners is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names Ausdal Financial Partners as the broker-dealer its advisers are registered with.
opportunities presented by Grandview Partners Warehouse I, LLC. • Gryphon Personnel as Registered Representatives of Ausdal – Certain representatives of the Firm are also registered representatives of Ausdal Financial Partners (“Ausdal”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 341 | $2.3B | 96% |
| Individuals | 314 | $102M | 4% |
| Pension and profit sharing plans | 3 | $3M | <1% |
| Charitable organizations | 2 | $3M | <1% |
| Corporations or other businesses | 1 | $0M | <1% |
Private funds
Gryphon Financial Partners reports 3 private funds with $32M in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Gryphon Financial Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗gryphonfp.com ↗
AtlasMembers
The full record on Gryphon Financial Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 1,640 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Gryphon Financial Partners manage?
Gryphon Financial Partners reports $2.4 billion in regulatory assets under management across 2,819 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 17, 2026.
What kind of firm is Gryphon Financial Partners?
Gryphon Financial Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. A public reporting company controls it.
Who are Gryphon Financial Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($2.3 billion, 341 clients); individuals ($102 million, 314 clients); pension and profit sharing plans ($3 million, 3 clients).
Does Gryphon Financial Partners manage private funds?
Yes. It reports 3 private funds with $32 million in gross assets, including private equity funds, real estate funds.
Does Gryphon Financial Partners have any disciplinary history?
Gryphon Financial Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Gryphon Financial Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →