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ANCHYRA PARTNERS LLC

ATLANTA, GA · CRD 335467 · IAPD ↗ · anchyrapartners.com · 404-240-8799

$689.2MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ANCHYRA PARTNERS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — ANCHYRA PARTNERS LLC shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — ANCHYRA PARTNERS LLC crossed $500M in regulatory AUM ($265.5M -> $689.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
December 2025 — ANCHYRA PARTNERS LLC now reports custody of client assets ($39.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
June 2025 — ANCHYRA PARTNERS LLC (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.