FYRA CAPITAL MANAGEMENT
Firm details
- Headquarters
- , Missouri
- CRD number
- 315100
- Registered since
- July 19, 2021
- Website
- fyracapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.29%
- Individuals48.65%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fyra Capital Management is an independent, SEC-registered registered investment adviser that provides financial planning and portfolio management primarily to individual and family clients. The firm operates as an LLC, is owner-managed, and uses a mix of billing approaches — percentage of assets under management, hourly fees, and fixed-fee engagements. Its advisory services list financial planning, discretionary portfolio management for individuals and small businesses, and pension-consulting services. Fyra does not describe itself as an ESG-focused investor. Fyra is not positioned as a dedicated capital allocator or a multi-state adviser in the firm profile, but it does incorporate third-party alternative managers into client portfolios alongside more traditional public funds and mutual funds.
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Contacts
3 of 8Chandler Williamson
Wealth Management AdvisorCRD 6648815
Muhammad Ammar
IARCRD 6950068
Megan Miener
Financial AdvisorCRD 7056888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 217Active vs passive
$383M in ETFs
89%
$342M
10%
$40.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF) | BondBloxx | Passive | Short Government | $108M | 2,132,997 | 28.11% |
Location
, MO
SAINT CHARLES
Location
, MO
Headquartered in , MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT CHARLES
- Address
- 1520 S 5th St
- Time zone
- CT (UTC-6)
- Office locations
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