Joel
Guth

Gryphon Financial Partners

CRD#2529234
Investment Advisor
in Columbus, OH

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About this Advisor

Joel Guth is a financial advisor based in Columbus, Ohio, working with Gryphon Financial Partners. Joel has previously held positions at Hightower Advisors, LLC, Hightower Securities, LLC, Grandview Partners Warehouse I, LLC, Gryphon Financial Partners, LLC, Gryphon Capital Partners, LLC, Gryphon Normandy Partners, LLC, and Gryphon Normandy Manager, LLC. Joel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Joel is part of Gryphon Financial Partners, which operates out of Columbus, Ohio. The firm has 24 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Gryphon Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

325 John H. Mcconnell Blvd. Suite 425
Columbus, OH 43215

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Gryphon Financial Partners Brokerage Details

Total Assets Under Management

$1,760,133,437

OH Average: $2,106,341,625
Total Number of Employees

24

OH Average: 34
Total Number of Accounts

2,278

OH Average: 1,972
Average Account Size

$772,666

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joel Guth Work History

2022 - Present (3 years)

Grandview Partners Warehouse I, LLC

2019 - Present (6 years)

Gryphon Normandy Partners, LLC

2019 - Present (6 years)

Gryphon Normandy Manager, LLC

2018 - Present (7 years)

Gryphon Capital Partners, LLC

2017 - Present (8 years)

Gryphon Financial Partners, LLC

2014 - 2017 (3 years)

Hightower Advisors, LLC

2014 - 2017 (3 years)

Hightower Securities, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joel Guth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gryphon Financial Partners

Catherine Cory
Columbus, OH
Michael Solik
Columbus, OH
Randi Bellner
Columbus, OH
Joel Guth
Columbus, OH
Mark Fleming
Columbus, OH
Robert Swansboro
Toledo, OH
Ian Hundley
Columbus, OH
Kristen Nicholson
Maumee, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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