Terry Davis is a CFP-designated registered investment advisor at Gryphon Financial Partners, based in Cincinnati, OH, with 21 years of industry experience. Terry 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
4030 Smith Road, Suite 400, Cincinnati, OH, 45209
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Terry co-owns Crossfit Mason, serves as a board member for T1D Warriors, and is a board member and director for the Warren County Agricultural Society. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Gryphon Financial Partners
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Natcity Investments, INC.Broker
Natcity Investments, INC.
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
Edward JonesBroker
State Registrations1 state
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
More Advisors
- Thomas Regan, CFPGryphon Financial Partners
- Gerald Yox, CFPMcf Advisors, LLC
- Andrew Kucia, CFPJohnson Investment Counsel, INC.
- Joseph Hack, CFPMai Capital Management, LLC
- Nicholas Otto, CFP, ChFCMML Investors Services, LLC
- David Yeazell, CFPOctavia Wealth Advisors LLC