Anchyra Partners LLC

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Client assets under management

$689,203,741

Clients

100% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$17,230,094

About

Anchyra Partners LLC provides portfolio management, financial planning, retirement‑rollover guidance and third‑party manager selection for high‑net‑worth individuals and institutional clients, including trusts, retirement plans and business entities. The firm works with a relatively small client base through individualized advisory relationships and typically charges asset‑based fees.

Anchyra principally manages client accounts on a discretionary basis, conducting continuous monitoring and periodic rebalancing and employing investments that include individual equities and bonds, ETFs, mutual funds, alternatives, direct indexing and digital assets. The firm also integrates third‑party managers and leverages Dynasty’s TAMP and related operational services to implement model allocations, outsource trade execution and access institutional reporting and technology.

Reporting roughly $689.2 million in discretionary assets across about 40 clients and formed in April 2025, Anchyra’s client roster is concentrated and appears not to include non‑high‑net‑worth individual clients, reflecting a discretionary‑only, HNW focus. Its contractual relationship with Dynasty and explicit use of digital assets, private funds and direct indexing are distinguishing operational and investment features relative to many peers.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting

Fee options

Fixed

Financial planning and consulting flat fees range from $5,000 to $100,000

Percentage

up to 1.50% annually (maximum, negotiable)

Project-based

Up to $500 - $1,000 per hour for financial planning and consulting services

Main office location

Anchyra Partners LLC

3050 Peachtree Rd Nw, Suite 425

Atlanta GA 30305, United States

Number of offices

Most active in

Alabama · Florida · Georgia · South Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 404-240-8799

Advisors at this firm

Brian G

CFA®, Series 63, Series 66

Atlanta, GA

Anchyra Partners LLC

Brian Gately is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Anchyra Partners LLC and previously spent 10 years at Goldman Sachs & Co. based in Atlanta, GA. Anchyra Partners LLC is a registered investment adviser serving high-net-worth individuals and institutions with discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm employs a broad range of investment tools and maintains structured relationships with third-party platforms and custodians to provide tailored investment solutions.

Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting

Zachary C

Series 63, Series 65, Series 66

Atlanta, GA

Anchyra Partners LLC

Zachary Cloud is a financial advisor at Anchyra Partners LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at Goldman Sachs & Co. for ten years. Outside of his advisory role, he is a minority shareholder in a restaurant. Anchyra Partners LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to high-net-worth individuals and institutions. The firm employs a broad range of investment tools and partners with third-party managers to deliver customized strategies.

Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting

Robert D

Series 63, Series 65

Atlanta, GA

Anchyra Partners LLC

Robert Durham is a financial advisor with Anchyra Partners LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Stephens Inc., Wells Fargo Advisors, and Credit Suisse Securities. He serves as an advisory board member for Clockwork, a consulting firm for startups and mid-sized businesses. Anchyra Partners LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to high-net-worth individuals and institutions. The firm employs a broad range of investment strategies and maintains structured relationships with third-party managers and custodians to support its concentrated client base.

Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting

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