Catherine Cory is a registered investment advisor at Gryphon Financial Partners, based in Columbus, OH, with 31 years of industry experience. Catherine 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215
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Regulatory History
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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Catherine is a member of Gryphon Capital Partners, LLC since 2018, Gryphon Normandy Partners, LLC and Gryphon Normandy Manager, LLC since 2019, and manager of Grandview Partners GP I, LLC since September 2022 and Grandview Partners Management, LLC since October 2022. She spends minimal time on each of these investment-related activities.
Employment History
Current Registrations
Gryphon Financial Partners
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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
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