AdvisorCensus / Financial advisors / Florida / Jacksonville / Gryphon Wealth
Gryphon Wealth is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 20, 2026.
Quick answers
From the filingHow is Gryphon Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Gryphon Wealth reports these compensation arrangements: a percentage of assets under its management.
Where is Gryphon Wealth located?
Gryphon Wealth's principal office is in Jacksonville, FL, according to its Form ADV.
Is Gryphon Wealth registered with the SEC or a state?
Gryphon Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339969.
How much does Gryphon Wealth manage?
Gryphon Wealth reports $3,244,339,200 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (79% discretionary).
What types of clients does Gryphon Wealth serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (402); individuals (other than high net worth individuals) (293).
Which custodians does Gryphon Wealth use?
Gryphon Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Tradepmr by Robinhood as a custodian holding 10% or more of its separately managed account assets.
Does Gryphon Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339969
Does Gryphon Wealth state an account minimum?
Its Form ADV Part 2A brochure dated May 27, 2026 says: "Gryphon Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account. However, Gryphon Wealth does reserve the right to accept or decline a potential client or terminate a client relationship for any reason in its sole discretion."
What changed in Gryphon Wealth's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in CA, GA, MA, NC, NJ, NY, TX, VA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None (the brochure says it may be waived or negotiated)
The brochure's wording
Gryphon Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account. However, Gryphon Wealth does reserve the right to accept or decline a potential client or terminate a client relationship for any reason in its sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated May 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$3,244,339,200 as of October 2026, filing dated August 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Gryphon Wealth, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 22. Performing investment advisory functions: 6.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in CA, GA, MA, NC, NJ, NY, TX, VA.
- June 2026
- Regulatory assets under management went from $0 to $3,244,339,200.
- March 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Gryphon Wealth (CRD 339969): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/gryphon-wealth-jacksonville-fl-339969