Anchyra Partners LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 335467
- Registered since
- September 17, 2025
- Website
- anchyrapartners.com
- 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
FINTRXOverview
Anchyra Partners LLC is an independent registered investment adviser that serves individual and family clients with financial planning and personalized portfolio management for high-net-worth households and small businesses. The firm reports SEC registration in 2025 and uses a fee mix that includes percentage-of-AUM billing supplemented by hourly and fixed-fee engagements for planning or project work. Anchyra describes itself as an active ESG investor, integrating environmental, social and governance considerations into its investment approach. Anchyra positions itself as a discretionary manager for client portfolios rather than a capital allocator: it relies primarily on third‑party managers and liquid public markets exposure while supplementing client portfolios with selected alternative fund strategies when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Other12%
- Cash & Cash Equivalents11%
- State & Local Bonds9%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Robert Durham
CEOCRD 710763
Contacts
2 of 2
Zachary Cloud
Managing PartnerCRD 4568831

Brian Gately
Managing PartnerCRD 2925557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$55.7M in ETFs
97%
$53.8M
0%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF (IWV) | BlackRock | Passive | Large Blend | $8.5M | 19,989 | 15.31% |
Location
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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