{ "crd_number": 335467, "slug": "anchyra-partners-llc-atlanta-ga-335467", "primary_business_name": "ANCHYRA PARTNERS LLC", "legal_name": "ANCHYRA PARTNERS LLC", "dbas": [], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-09-17", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-03-11", "carried_forward": false, "raum_total": 689203741.0, "raum_discretionary": 689203741.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 5, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "high_net_worth_individuals": { "raum": 689203741.0, "count": 40 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL", "FL", "GA", "SC", "TX" ], "websites": [ "https://anchyrapartners.com", "https://facebook.com/AnchyraPartners", "https://instagram.com/anchyrapartners", "https://linkedin.com/company/anchyra-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335467", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/anchyra-partners-llc-atlanta-ga-335467", "display_name": "Anchyra Partners LLC", "summary": "Anchyra Partners LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.", "citation": "AdvisorCensus. Anchyra Partners LLC (CRD 335467): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Anchyra Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Anchyra Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "What does Anchyra Partners LLC's brochure say about its fees?", "a": "Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Anchyra Partners LLC located?", "a": "Anchyra Partners LLC's principal office is in Atlanta, GA, according to its Form ADV." }, { "q": "Is Anchyra Partners LLC registered with the SEC or a state?", "a": "Anchyra Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335467." }, { "q": "How much does Anchyra Partners LLC manage?", "a": "Anchyra Partners LLC reports $689,203,741 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)." }, { "q": "How have Anchyra Partners LLC's assets and staff changed since 2025?", "a": "In the Form ADV data for Anchyra Partners LLC: Regulatory assets under management: $0 in the October 2025 data and $689,203,741 in the October 2026 data. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Anchyra Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (40)." }, { "q": "Which custodians does Anchyra Partners LLC use?", "a": "Anchyra Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Anchyra Partners LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335467" }, { "q": "What changed in Anchyra Partners LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $265,456,313 to $689,203,741 (+160%). Employees performing advisory functions went from 5 to 2. Registered or notice-filed in TX." } ], "filing_history": [ { "period": "2025-10-01", "regulatory_assets_under_management": 0.0, "total_employees": 4, "filing_date": "2025-05-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 689203741.0, "total_employees": 5, "filing_date": "2026-03-11" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $265,456,313 to $689,203,741 (+160%).", "Employees performing advisory functions went from 5 to 2.", "Registered or notice-filed in TX." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Regulatory assets under management went from $0 to $265,456,313.", "Employees performing advisory functions went from 4 to 5." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 11, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "1.5% of assets a year", "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)" ], "quotes": [ "The maximum annual fee charged for this service will not exceed 1.50%. Fees to be assessed will be outlined in the advisory agreement to be signed by the Client.", "Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client." ] } ], "quotes": [ "The maximum annual fee charged for this service will not exceed 1.50%. Fees to be assessed will be outlined in the advisory agreement to be signed by the Client.", "Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/anchyra-partners-llc-atlanta-ga-335467.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 40, "fewer_than_5": false, "raum": 689203741.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335467", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }