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Gryphon Financial Partners LLC
Gryphon Financial Partners LLC is an investment advisory firm headquartered in Columbus, Ohio, founded in 2011. The firm manages wealth for individuals including high net worth clients and charitable organizations, with an employee base of approximately 24-26 professionals as of 2025. Gryphon offers financial planning, investment management, and advisory services primarily to U.S.-based clients.
Investment Strategy
Gryphon Financial Partners LLC specializes in comprehensive wealth management, combining strategic asset allocation with customized investment solutions for high-net-worth individuals and select organizations. The firm utilizes discretionary and non-discretionary portfolio management, allocating client capital across equities, ETFs, and some private equity and real estate strategies. Gryphon emphasizes diversified, risk-managed portfolios to meet client-specific financial planning goals.
Latest 13F Filing Activity
Gryphon Financial Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 303 equity positions with a total 13F market value of $766M. The fund increased holdings in Ishares TR, Nvidia Corporation, Microsoft Corp. among other positions. Gryphon Financial Partners LLC reduced exposure to SPDR S&P 500 Etf TR, Berkshire Hathaway Inc. Del, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (303)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 24.37% | $186.6M | 300,558 | $331.22 | $620.90 | +$16.0M |
A AAPL | APPLE INC | 4.28% | $32.8M | 159,699 | $100.90 | $205.17 | -$1.2M |
V VTI | VANGUARD INDEX FDS | 3.81% | $29.1M | 95,896 | $258.83 | $303.93 | +$2.4M |
M MSFT | MICROSOFT CORP | 3.18% | $24.4M | 48,958 | $289.99 | $497.41 | +$6.9M |
M META | META PLATFORMS INC | 2.72% | $20.9M | 28,268 | $385.69 | $738.09 | +$5.0M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Private Capital Investment Associate | Columbus, OH , United States |
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