Callie Jacoby
Gryphon Financial Partners · Toledo, Ohio
Callie Jacoby is a fee-only financial advisor at Gryphon Financial Partners in Toledo, Ohio, who holds the CFP credential. Callie focuses on founders (pre-exit). Gryphon Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Gryphon Financial Partners |
|---|---|
| Based in | Toledo, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.44B across 2,819 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5093505 |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.gryphonfp.com |
How Callie's firm compares
- Gryphon Financial Partners's average account is about $865,000, from its Form ADV (assets managed divided by 2,819 accounts).
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Questions about Callie
Is Callie Jacoby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Callie holds no broker registration, and Gryphon Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Callie charge for financial advice?
Callie's firm, Gryphon Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Callie Jacoby based?
Callie Jacoby is based in Toledo, Ohio.
What does Callie specialize in?
Callie's specialties include founders (pre-exit). Callie works with executives and founders.
What credentials does Callie Jacoby hold?
Callie Jacoby holds the CFP credential.
Is Callie Jacoby registered with the SEC?
Yes. Callie Jacoby is registered as an investment adviser representative in OH (CRD 5093505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gryphon Financial Partners manage?
Gryphon Financial Partners reports $2.44B across 2,819 accounts in assets under management.
How do I contact Callie Jacoby?
Through Callie's website, www.gryphonfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Gryphon Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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