ANCHYRA PARTNERS LLC
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
FINTRXOverview
Anchyra Partners LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of fee structures that include percentage of assets under management, hourly fees, and fixed fees. Anchyra identifies as an active ESG investor and does not operate as a capital allocator; its model appears focused on managing client portfolios and sourcing external managers rather than operating pooled private funds. The firm is SEC-registered (registration noted in 2025) and describes its client base primarily as individual and family clients. Advisory services emphasize tailored planning and discretionary portfolio management rather than pension consulting or family office services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1ROBERT DURHAM
CEOCRD 710763
Contacts
2 of 2ZACHARY 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
$46.3M in ETFs
97%
$45M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF (IWV) | BlackRock | Passive | Large Blend | $6.8M | 18,457 | 14.77% |
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
Similar firms
IRC WEALTH
RIAAtlanta, GA
SMITH & HOWARD WEALTH MANAGEMENT, LLC
RIAAtlanta, GA
MEADOW CREEK WEALTH ADVISORS, LLC
RIAAtlanta, GA
CONSEQUENT CAPITAL MANAGEMENT, LLC
RIAAtlanta, GA
BEACON GLOBAL ADVISOR NETWORK, LLC
RIAAtlanta, GA
ROWLAND MILLER + PARTNERS LLC
RIAAtlanta, GA