FYRA CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2021
Total AUM
$504M
Discretionary
$504M
100% of AUM
Avg account
$221K
Accounts
2,280
Employees
10
Advisory reps
8

Firm details

Headquarters
, Missouri
CRD number
315100
Registered since
July 19, 2021
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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 83%, Exchange Traded Equities 10%, Cash & Cash Equivalents 6%, State & Local Bonds 1%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents6%
  • State & Local Bonds1%

Contacts

3 of 8
  • Chandler Williamson

    Wealth Management AdvisorCRD 6648815

  • Muhammad Ammar

    IARCRD 6950068

  • Megan Miener

    Financial AdvisorCRD 7056888

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 217

Active vs passive

$383M in ETFs

Passive

89%

$342M

Active

10%

$40.9M

ETFProviderStyleCategoryValueShares% of portfolio
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF)BondBloxxPassiveShort Government$108M2,132,99728.11%

Location

Primary office

, 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth