Gryphon Wealth | Fee-Only Adviser in Jacksonville, FL

Gryphon Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Jacksonville, Florida. On its latest Form ADV, filed August 20, 2026, it reports $3.2B in regulatory assets under management, 695 individual clients and 6 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.

Visit website View SEC record and brochure

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	339969 · SEC file 801-135333
Office	4600 Touchton Road E, Building 200, Suite 110 Jacksonville, FL 32246
Phone	(904) 450-5330
Website	gryphon-wealth.com
Regulatory assets under management	$3.2B ($2.6B discretionary)
Individual clients	293 non-high-net-worth, 402 high-net-worth
Financial planning clients	More than 500
How it charges	Percentage of assets
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	22
Disciplinary disclosures	None reported
Latest Form ADV filing	August 20, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
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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