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GRYPHON FINANCIAL PARTNERS
Legal name: GRYPHON FINANCIAL PARTNERS, LLC
CRD 288210File 801-110583
APPROVED
Retail clients
Custody
Filing as of Sep 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.44B
Top 25% of cohort (national)
Discretionary AUM
$2.43B
Non-discretionary $8.2M
Clients
661
2,819 accounts
Employees
31
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 30, 2017
- Principal office
- 325 JOHN H. MCCONNELL BLVD., SUITE 425, COLUMBUS, OH, 43215
- Phone
- 614-929-2880
- Website
- HTTPS://WWW.GRYPHONFP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.44B
- Discretionary AUM
- $2.43B
- Non-discretionary AUM
- $8.2M
- Discretionary accounts
- 2,803
- Non-discretionary accounts
- 16
- Total accounts
- 2,819
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $21K |
| Charitable organizations | Fewer than 5 | $3.1M |
| High net worth individuals | 341 | $2.33B |
| Pension and profit sharing plans | Fewer than 5 | $3.2M |
| Individuals (other than high net worth individuals) | 314 | $101.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETAINER, SERVICE FEES, OR COMBINATION
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 31 | increased by5 |
| Apr 1, 2026 | Clients | 941 | 661 | decreased by280 |
| Apr 1, 2026 | AUM | $2,033,871,278 | $2,439,436,089 | increased by$405,564,811 |
| Apr 1, 2026 | Accounts | 2,579 | 2,819 | increased by240 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 26 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 659 | 941 | increased by282 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,650,792,828 | $2,033,871,278 | increased by$383,078,450 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,967 | 2,579 | increased by612 |
| Apr 1, 2022 | Employees | 10 | 16 | increased by6 |
| Apr 1, 2022 | Clients | 477 | 659 | increased by182 |
| Apr 1, 2022 | AUM | $1,340,823,924 | $1,650,792,828 | increased by$309,968,904 |
| Apr 1, 2022 | Accounts | 1,560 | 1,967 | increased by407 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRYPHON FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRYPHON FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.