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They include 341 high-net-worth individuals, 314 individual clients, and 3 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gryphon Financial Partners offer?","answer":"Gryphon Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Gryphon Financial Partners charge?","answer":"Gryphon Financial Partners charges up to 1.50% a year for its Percentage of Assets Under Management. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2 BROCHURE, filed 29 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gryphon Financial Partners use?","answer":"Gryphon Financial Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.89B and Charles Schwab & Co., Inc. (Westlake, TX), with $318M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gryphon Financial Partners have?","answer":"Gryphon Financial Partners has 16 investment adviser representatives registered with state securities authorities, out of 31 employees, and 15 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gryphon Financial Partners invest in?","answer":"At the end of its last fiscal year, Gryphon Financial Partners’ separately managed accounts held 39% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 16% pooled vehicles (private funds and similar), 11% state and local bonds, 8% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% derivatives. It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gryphon Financial Partners?","answer":"Gryphon Financial Partners’ direct owners are Joel Guth (75% or more), Catherine Cory (10% to 25%) and GBQ Wealth Advisory, LLC (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gryphon Financial Partners get paid?","answer":"Gryphon Financial Partners is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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