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ANCHYRA PARTNERS LLC

CRD 335467File 801-132692
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$689.2M
Above cohort median (national)
Discretionary AUM
$689.2M
Clients
40
455 accounts
Employees
5
Above cohort median in GA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Sep 17, 2025
Principal office
3050 PEACHTREE RD NW, SUITE 425, ATLANTA, GA, 30305
Phone
404-240-8799

Assets & accounts

ADV Item 5F
Total regulatory AUM
$689.2M
Discretionary AUM
$689.2M
Non-discretionary AUM
$0
Discretionary accounts
455
Non-discretionary accounts
0
Total accounts
455
AUM per client
$17.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals40$689.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients1140increased by29
Apr 1, 2026AUM$265,456,313$689,203,741increased by$423,747,428
Apr 1, 2026Accounts322455increased by133
Dec 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ANCHYRA PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANCHYRA PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.