Joel Jason Guth

Gryphon Financial Partners

31 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners

Gryphon Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

941 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$2.0B

Fee Structure

Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2002

Settled

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Other Business Activities

Joel is President of Gryphon Capital Partners, LLC (since June 2018) and Gryphon Normandy Partners, LLC (since June 2019). He also serves as Manager and Member of Gryphon Normandy Manager, LLC (since June 2019) and Grandview Partners Warehouse I, LLC (since November 2022); all these activities are investment-related and require minimal time.