Legal & Privacy

Disclaimer

Gryphon Financial Partners, LLC is an investment adviser.  Gryphon Financial Partners does not conduct advisory services in any jurisdictions where it is not appropriately registered, excluded or exempted from registration.

All clients are advised that it remains their responsibility to advise their financial advisor or Gryphon Financial Partners of any changes in their investment objectives or financial situation.

This website is a publication of Gryphon Financial Partners. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made.

Past performance does not guarantee future success. Information on this website is not an offer to buy or sell the securities mentioned herein.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Hyperlinks on this website are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.

Information on this website is directed toward U.S. residents only.

Privacy Policy

We have adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that the customer expects us to service their accounts in an accurate and efficient manner.  To do so, we must collect and maintain certain personal information about our customers.  We want the customer to know what information we collect and how we use and safeguard that information.

We collect certain nonpublic personal identifying information about our customers (such as name, address, social security number, etc.) from information that the customer provides on applications or other forms as well as communications (electronic, telephone, written, or in person) with the customer or authorized representatives (such as attorneys, accountants, etc.).  We also collect information about brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

We do not disclose the nonpublic personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship and then only to those persons necessary to effect the transactions and provide the services that the customer authorizes (such as broker-dealers, custodians, independent managers, etc.); (ii) persons assessing our compliance with industry standards (e.g. professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.

We are permitted by law to disclose the nonpublic personal information about our customers to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs).  These third parties are prohibited to use or share the information for any purpose.  If the customer decides at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.

We restrict access to customer nonpublic personal information to those employees who need to know that information to service the accounts.  We maintain physical, electronic, and procedural safeguards that comply with applicable federal or state standards to protect customer personal information.

Our policy about obtaining and disclosing information may change from time to time.  We will provide the customer notice of any material change to this policy before we implement the change.

 

For questions, please contact us at:

ATTN: Jeannie Sturges, Chief Compliance Officer
Gryphon Financial Partners
325 John H McConnell Blvd; Suite 425
Columbus, OH 43215
614.929.2880

Emergency / Business Continuity

Gryphon Financial Partners has a comprehensive emergency management plan, available upon request. Our first priority will be the safety of our employees and the privacy of all personal information. Orders and requests for funds could be delayed during this period. If an emergency were to occur, please return to this page for updates and vital information.

Current Disclosures

Our IARD/CRD number is 288210

Gryphon Form ADV Firm Brochure

Gryphon Form CRS

Award Disclosures

Award Disclosures
All awards should not be construed as a guarantee that a client or prospective client will experience a certain level of results if Gryphon Financial is engaged; nor should they be construed as a current or past endorsement of Gryphon Financial or any of its representatives by any of its clients. Investment performance is not a criteria for any of the listed awards.

Barron’s Top Financial Advisors by State List
The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. The financial results used in the calculations are as of Sept. 30, 2023. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. If you’re reading this in a Barron’s app, please head to barrons.com in your browser for a better experience.

Columbus Business First’s Ohio Top Advisory List
Firms are ranked by Assets Under Management by Central Ohio offices as of December 31, 2018. Information on this list was supplied by individual firms through questionnaires and could not be independently verified by Columbus Business First.

Central Ohio Power List
This is a subjective list based on nominations from the public and chosen by the Smart Business Columbus, Ohio editors. The editors consider the Power List influential business, civic and political leaders. It is comprised of Central Ohio women and men shaping the city with their business and community efforts.

Columbus CEO Superstar List
Columbus CEO Magazine solicited nominations from readers over several months, through ballots in their Nov and Dec issues and on their website. Dozens of readers submitted suggestions in five career fields: General Management, Human Resources, Research & Development, Sales & Marketing and Finance & Accounting. They vetted each nominee before narrowing the list to the 10 men and women—two per category. They are diverse, from large corporations and non-profits alike. All have management responsibility, on of the prerequisites for inclusion.

Columbus Smart 50 Business Awards
This is a subjective list based on nominations from the public and chosen by the Smart Business Columbus, Ohio panel. The panel considers the top executives of the 50 smartest companies for their ability to effectively build and lead successful organizations. They must have a physical office in Central Ohio.

Best in Ohio Business 2021
Finalists were determined by nominations cast by the general public and the readers of Ohio Business Magazine voted online for their favorites in 96 categories.

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