$2.4B Total AUM
$2.4B Disc. AUM
12.1% 3Y CAGR
31 Employees
661 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Quantum pioneerOptima +more
- Established Date
- 05-30-2017
- Office Locations
- 5
Office Locations
3230 Central Park West Drive Suite 200a Toledo OH
325 John H. Mcconnell Blvd. Suite 425 Columbus OH
4030 Smith Road Suite 400 Cincinnati OH
About Gryphon Financial Partners
Gryphon Financial Partners is an Ohio-based wealth management RIA (Columbus, Cincinnati, Toledo) serving families, business owners, and executives with strategic asset allocation, cash-flow and comprehensive financial planning, and tax-efficient wealth transfer strategies. The team specializes in navigating liquidity events such as business exits, stock option decisions, and athlete contract/endorsement transitions, and operates as a fully independent RIA with custody at Schwab and Fidelity.
Team overview
43 AVG AGE
$162.6M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
4.3 yrs AVG TENURE
31 Employees
15 Advisory Reps
16 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Delta Quantum Ember insight Vector Eagle horizon Signal insight
Client Personas
Radial Atlas ridge Bridge glacier
CRM
Frontier
Custodian
Element signal Beacon Unison atlas Signal insight
Investment Themes
Legacy Capital vital Pioneer Optima
Investment Vehicles
Prime insight Vector
Platform
Signal pioneer Pioneer
Services
Foundation Pioneer atlas Wave foundation Vital zenith Meridian Momentum pathway Wave North Atlas foundation Fusion
Technology
Pioneer ridge Vital optima Alpha
Owner & Executives
JOEL JASON GUTH
Director, Managing Member
- CRD
- #2529234
- Ownership
- 75% or more
(792) 247-6530
delta.focus@pathwaycapital.com
in linkedin.com/in/peak-optima
CATHERINE ZWEIG CORY
Manager, Managing Director, Managing Member
- CRD
- #2611081
- Ownership
- 10% but less than 25%
(920) 701-6085
eagle.catalyst@insightcapital.com
in linkedin.com/in/summit-atlas
L
Legacy ridge
Eagle oak signal
- CRD
- #46523
- Ownership
- 17.9%
(793) 760-6083
summit.unison@unisoncapital.com
in linkedin.com/in/capital-momentum
Showing 2 of 5 owners & executives
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AUSTIN ALTENBURG
Director
- CRD
- #4861458
(632) 798-8147
unison.quantum@pioneercapital.com
in linkedin.com/in/horizon-radial
Randi Scott Bellner
Managing Director
- CRD
- #7587069
(473) 798-3733
pathway.quantum@elementcapital.com
in linkedin.com/in/vertex-catalyst
Q
Quantum optima
Beacon eagle crest
- CRD
- #74507
(710) 383-4013
legacy.radial@summitcapital.com
in linkedin.com/in/element-summit
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,431,230,771 | $867,367 |
| Non-Discretionary | $8,205,318 | $512,832 |
| Total | $2,439,436,089 | $865,355 |
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Separately Managed Accounts
Total SMA Asset: $2,439,436,089
Equity - Exchange:
6.7% Public Funds:
6.7% Private Funds:
12.1% Municipal Bonds:
16.6% Cash:
13.0% Corporate - Investment Grade:
5.3% Derivatives:
19.1% U.S. Government/Agency:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $157,532,116 | 6.7% |
| Public Funds | $157,532,116 | 6.7% |
| Private Funds | $284,498,299 | 12.1% |
| Municipal Bonds | $390,303,451 | 16.6% |
| Cash | $305,659,329 | 13.0% |
| Corporate - Investment Grade | $124,614,957 | 5.3% |
| Derivatives | $449,084,092 | 19.1% |
| U.S. Government/Agency | $482,001,250 | 20.5% |
| Total | $2,351,225,610 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON HARBOR | FRONTIER GLACIER | DK8BB1NTD | JFSM | 10.40% | $53,276,647 |
| CREST QUANTUM | LEGACY VERTEX | QJVICNCPG | LUG | 3.60% | $114,023,012 |
| RIDGE CATALYST | ATLAS SUMMIT | 7NUEWSXOH | CQN | 1.82% | $94,515,254 |
| DELTA NORTH | MERIDIAN QUANTUM | 0INZJ6QT5 | EFRM | 2.63% | $59,568,164 |
| SIGNAL RIDGE | TIMBER DELTA | 7C1OB5ILH | EJUR | 5.33% | $89,974,704 |
| CATALYST ALPHA ELEMENT | QUANTUM ATLAS | 2QPORHTE8 | XRC | 11.70% | $54,251,032 |
| BEACON ATLAS | CAPITAL UNISON | I4D49LHAQ | HIJHD | 0.90% | $13,087,669 |
| RIDGE ATLAS PATHWAY | ZENITH PEAK | KI9RV6N4U | IJY | 7.71% | $21,589,535 |