{"url":"https://nivawealth.com/firms/gryphon-wealth-339969","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/339969","regulatoryAum":3244339200,"crd":"339969","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7750122","suffix":null,"lastName":"BATEH","firstName":"ALEXANDER","middleName":"ISSA"},{"crd":"6778765","suffix":null,"lastName":"CASTANEDA","firstName":"SHANNON","middleName":null},{"crd":"5354442","suffix":null,"lastName":"GARRETSON","firstName":"GRANT","middleName":"PATRICK"},{"crd":"3188518","suffix":null,"lastName":"HYRNE","firstName":"JASON","middleName":null},{"crd":"4173969","suffix":null,"lastName":"KIRBY","firstName":"JOSEPH","middleName":null},{"crd":"4863641","suffix":null,"lastName":"SANGANI","firstName":"BHAGWATI","middleName":null},{"crd":"5177066","suffix":null,"lastName":"STORCH","firstName":"MELISSA","middleName":null},{"crd":"6699911","suffix":null,"lastName":"TRINIDAD-AMBAR","firstName":"RANDAL","middleName":"SADE"},{"crd":"8210507","suffix":null,"lastName":"TRIPATHI","firstName":"SHAUNAK","middleName":null},{"crd":"5214864","suffix":null,"lastName":"WALKER","firstName":"JOYCE","middleName":null},{"crd":"7344285","suffix":null,"lastName":"WYATT","firstName":"ALEK","middleName":"L"},{"crd":"2777905","suffix":null,"lastName":"WYATT","firstName":"JEFFREY","middleName":"Lincoln"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135333","legalName":"Gryphon 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They include 402 high-net-worth individuals and 293 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gryphon Wealth offer?","answer":"Gryphon Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, 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 Wealth charge?","answer":"Gryphon Wealth charges 0.35%–1.25% for its Wrap Fee Program investment management services. The brochure does not state whether the rate is annual. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.","source":"GRYPHON WEALTH FORM ADV PART 2A BROCHURE, filed 27 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gryphon Wealth use?","answer":"Gryphon Wealth’s separately managed account assets are held at Trade-PMR Inc. (Clearwater, FL), with $3.24B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gryphon Wealth have?","answer":"Gryphon Wealth has 6 investment adviser representatives registered with state securities authorities, out of 22 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","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 Wealth invest in?","answer":"At the end of its last fiscal year, Gryphon Wealth’s separately managed accounts held 70% exchange-traded equities and 30% registered funds (mutual funds, ETFs, BDCs).","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 Wealth?","answer":"Gryphon Wealth’s direct owners are Joseph Kirby, Jeffrey Wyatt and Jason Hyrne, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gryphon Wealth get paid?","answer":"Gryphon Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Gryphon Wealth?","answer":"Gryphon Wealth’s main office is at 4600 Touchton Road E, Building 200,, Suite 110, Jacksonville, FL 32246. Its phone number is 904-450-5330. Its website is gryphon-wealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}