Gryphon Financial Partners

Gryphon Financial Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Columbus, Ohio. On its latest Form ADV, filed September 17, 2026, it reports $2.4B in regulatory assets under management, 655 individual clients and 15 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	288210 · SEC file 801-110583
Office	325 John H. McConnell Blvd. Suite 425 Columbus, OH 43215
Phone	(614) 929-2880
Website	www.gryphonfp.com
Regulatory assets under management	$2.4B ($2.4B discretionary)
Individual clients	314 non-high-net-worth, 341 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Hourly, Fixed fee, Other
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	31
Disciplinary disclosures	None reported
Latest Form ADV filing	September 17, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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