# Athyra Financial Partners

> Athyra Financial Partners is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 340781
- Filed as: ATHYRA FINANCIAL PARTNERS
- Legal name: Athyra Financial Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340781
- AdvisorCensus page: https://advisorcensus.com/firm/athyra-financial-partners-340781

## Quick answers

**How is Athyra Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Athyra Financial Partners reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Athyra Financial Partners registered with the SEC or a state?**
Athyra Financial Partners is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340781.

**How much does Athyra Financial Partners manage?**
Athyra Financial Partners reports $8,000,000 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**What types of clients does Athyra Financial Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Athyra Financial Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340781

**What changed in Athyra Financial Partners' recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $8,000,000
- Discretionary: $8,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,000,000 |
| High net worth individuals | Fewer than 5 | $7,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- athyrafinancial.com

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Athyra Financial Partners (CRD 340781): Form ADV filing data as of October 2026.