CS
CS

Craig Dewey Sumerel

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
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

Loading...

Location

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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Craig is the CEO of Trail Lines Enterprises, a non-investment related business, since September 2022. This activity takes nearly full-time hours.

Employment History
Current Registrations
Gryphon Financial Partners
March 2022 - Present · 3 yrs 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Craig Dewey Sumerel - Financial Advisor | TrueAdvisor