ANCHYRA PARTNERS LLC

CRD

335467

SEC file #

801-132692

EIN

334210793

DBA names

—

Economics

AUM

$689.2M

AUM band

$500M-$1B

AUM trajectory

'25 · $265.5M

'26 · $689.2M

'25'26

$265.5M → $689.2M▲ +160%

sec adv history

Client mix

Individuals High Net Worth

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 5 advisors

'26 · 2 advisors

'25'26

5 advisors → 2 advisors▼ -60%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/11/2026

ADV-W filed at

—

Website

anchyrapartners.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ANCHYRA HOLDINGS LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

ANCHYRA HOLDINGS LLC

CLOUD, ZACHARY, LANDON

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ANCHYRAPARTNERS.COM

Rdap Domain Creation Date

2025-02-25T19:02:26Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002107106

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-01-29

Edgar Last Filing Date

2026-04-17

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-17

Accession0002107106-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

3050 PEACHTREE RD NWSUITE 425ATLANTA, GA 30305

Business

3050 PEACHTREE RD NWSUITE 425ATLANTA, GA 30305

Edgar EIN

334210793

Edgar Recent Filings

13F-HR2026-04-17 · 0002107106-26-000002

13F-HR2026-01-29 · 0002107106-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-02-25T19:02:26Z

Rdap Domain Last Changed

2025-05-29T10:24:30Z

Rdap Nameservers

Margaret.ns.cloudflare.comSalvador.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate