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

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Location

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

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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.

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Other Business Activities

Charles is a minority owner of Donatos Pizza, a food service business, since July 2024. He dedicates minimal time to this passive relationship.

Employment History
Current Registrations
Gryphon Financial Partners
December 2024 - Present · 1 yr 2 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.