Gryphon Financial Partners, Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 661
- Avg AUM / client
- $3.7M
- Accounts
- 2,819
- Employees
- 31
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 314 | $102M | 4.17% |
| High net worth individuals | 341 | $2.3B | 95.6% |
| Pension and profit sharing plans | 3 | $3.2M | 0.13% |
| Charitable organizations | 2 | $3.1M | 0.13% |
| Corporations and other businesses | 1 | $20.9K | 0.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $29.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Grec Long Street Partners Llc | Real Estate Fund | Ohio | $17.3M | 45 |
| Gryphon Ac Hotel Llc | Real Estate Fund | Ohio | $6.5M | 28 |
| Gryphon Rg Iv Llc | Private Equity Fund | Ohio | $5.4M | 38 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Catherine Zweig Cory | Managing Member | Mar 2014 (12y) | 10% – 25% | |
| Joel Jason Guth | Managing Member | Mar 2014 (12y) | 75% or more | |
| Sturges, Jean, Ann | Chief Compliance Officer | Jul 2017 (9y) | Less than 5% | |
| Jeffrey R Lagusch | Partner | CFP | Jul 2017 (9y) | Less than 5% |
| Thomas M. Regan | Partner | CFP | Jul 2017 (9y) | Less than 5% |
| Michael William Solik | Registered representative | CFP | Oct 2019 (7y) | |
| Austin Altenburg | Registered representative | Sep 2021 (5y) | ||
| Craig Dewey Sumerel | Registered representative | Mar 2022 (4y) | ||
| Callie Lynne Jacoby | Registered representative | CFP | Sep 2023 (3y) | |
| Jennifer Lynn Poirier | Registered representative | CFP | Sep 2023 (3y) | |
| Robert Nelson Swansboro | Registered representative | CFP | Sep 2023 (3y) | |
| Randi Scott Bellner | Registered representative | Oct 2023 (3y) | ||
| Kristen Louise Nicholson | Registered representative | Nov 2023 (3y) | ||
| Mark Edward Fleming | Registered representative | CFA | Feb 2024 (2y) | |
| Ian N. Hundley | Registered representative | CFP | Jun 2024 (2y) | |
| Charles James Saunders | Registered representative | Dec 2024 (2y) | ||
| Terry E Davis | Registered representative | CFP | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gbq Wealth Advisory, Llc | Partner | May 2023 | A | 5% – 10% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $29.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Grec Long Street Partners Llc | Real Estate Fund | $17.3M | $150K | 45 |
| Gryphon Ac Hotel Llc | Real Estate Fund | $6.5M | $100K | 28 |
| Gryphon Rg Iv Llc | Private Equity Fund | $5.4M | $250K | 38 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 1.69 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • RETAINER, SERVICE FEES, OR COMBINATION
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.9B (77% of AUM) Jun 2026
- Morgan Stanley $394M (38% of AUM) Oct 2018
- Charles Schwab & Co. $318M (13% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗