Craig Sumerel is a registered investment advisor at Gryphon Financial Partners, based in Columbus, OH, with 4 years of industry experience. Craig 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.
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
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
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