Gryphon Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated April 30, 2026, reports $2.4B in regulatory assets under management, 31 employees, 4 offices, and 2,819 accounts.
Assets Under Management
$2.4B
Employees
31
Offices
4 offices
Total Clients
661
Primary office
COLUMBUS, OH
325 JOHN H. MCCONNELL BLVD., SUITE 425, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.6% of total clients.
Top client categories% of clientsClients
1
HNWI
51.6%
341
2
Individuals
47.5%
314
3
Pension Plans
0.5%
3
4
Charitable
0.3%
2
5
Corporations
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of April 30, 2026
Discretionary99.7%
$2.4B
100% of total RAUM99.7%
Non-discretionary0.3%
$8M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.4B
Total Accounts2,819
10Y AUM Change+$2.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee21:1
10Y Employee Change+20 (+181.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.