Terry Davis
Gryphon Financial Partners · Columbus, Ohio
Terry Davis is a fee-only financial advisor at Gryphon Financial Partners in Columbus, Ohio, who holds the CFP credential. Terry 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 | Columbus, 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 4379676 |
| Exams passed | Series 63 (2002) · Series 66 (2006) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.gryphonfp.com |
How Terry'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 Terry
Is Terry Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terry 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 Terry charge for financial advice?
Terry's firm, Gryphon Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Terry Davis based?
Terry Davis is based in Columbus, Ohio.
What does Terry specialize in?
Terry's specialties include founders (pre-exit). Terry works with executives and founders.
What credentials does Terry Davis hold?
Terry Davis holds the CFP credential.
Is Terry Davis registered with the SEC?
Yes. Terry Davis is registered as an investment adviser representative in OH (CRD 4379676), 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 Terry Davis?
Through Terry'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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