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Joel Guth

Gryphon Financial Partners
31 Years of Experience
Columbus, OH
1 Disclosure
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Joel Guth is a registered investment advisor at Gryphon Financial Partners, based in Columbus, OH, with 31 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 661 clients with $2.4B in assets under management.

Gryphon Financial Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
661 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiated on a client-by-client basis and will not exceed 1.5% annually. Portfolios utilizing the Gryphon Global Equity strategy are subject to an additional annual fee of up to 0.125%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
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.

Employment History
Current Registrations
Gryphon Financial Partners
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Hightower Advisors, LLC
May 2014 - June 2017 · 3 yrs 1 mo
Hightower Securities, LLCBroker
May 2014 - June 2017 · 3 yrs 1 mo
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Citigroup Global Markets INC.
December 2001 - June 2009 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
November 2001 - June 2009 · 7 yrs 7 mos
Morgan Stanley Dw INC.Broker
December 1995 - November 2001 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - December 1995 · 1 yr 1 mo
State Registrations2 states
OHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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