Anchyra Partners LLC

RIASEC RegisteredEst. 2025
Total AUM
$689M
Discretionary
$689M
100% of AUM
Avg account
$1.5M
Accounts
455
Employees
5
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
335467
Registered since
September 17, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Anchyra Partners LLC is an independent registered investment adviser organized as an LLC. The firm advises individual and family clients, providing financial planning and portfolio management services geared toward individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The adviser identifies as an active ESG investor and reports being a single-state adviser. It is owned by a combination of a domestic entity and an individual and was registered with the SEC in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Other 12%, Cash & Cash Equivalents 11%, State & Local Bonds 9%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%64%
  • Exchange Traded Equities64%
  • Other12%
  • Cash & Cash Equivalents11%
  • State & Local Bonds9%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Robert Durham

    Robert Durham

    CEOCRD 710763

Contacts

2 of 2
  • Zachary Cloud

    Zachary Cloud

    Managing PartnerCRD 4568831

  • Brian Gately

    Brian Gately

    Managing PartnerCRD 2925557

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 28

Active vs passive

$46.3M in ETFs

Passive

97%

$45M

Active

0%

$1.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 3000 ETF (IWV)BlackRockPassiveLarge Blend$6.8M18,45714.77%
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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3050 Peachtree Rd Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth