Anchyra Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial planning and consulting flat fees range from $5,000 to $100,000
up to 1.50% annually (maximum, negotiable)
Up to $500 - $1,000 per hour for financial planning and consulting services
Main office
3050 Peachtree Rd NW, Suite 425
Atlanta GA 30305
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · South Carolina · Texas
Also doing business as
Anchyra Partners · Anchyra Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
Zachary C
Series 63, Series 65, Series 66
Atlanta, GA
Anchyra Partners LLC
Zachary Cloud is a financial advisor at Anchyra Partners LLC with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Goldman Sachs & Co. for 10 years and Morgan Stanley in various capacities for eight years. Outside of his advisory role, he is a minority shareholder in a restaurant business. Anchyra Partners LLC provides portfolio management, financial planning, retirement-rollover guidance, and third-party manager selection for high-net-worth individuals and institutional clients. The firm focuses on discretionary account management using a range of investment strategies including digital assets, direct indexing, and alternative investments.
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. Prior to joining Anchyra Partners in 2025, he worked at Stephens Inc. for six years and briefly at Wells Fargo Advisors in 2016. He serves as an advisory board member for Clockwork, a consulting firm for startups and mid-sized businesses. Anchyra Partners LLC provides portfolio management, financial planning, retirement-rollover guidance, and third-party manager selection primarily for high-net-worth individuals and institutional clients. The firm manages client accounts on a discretionary basis, utilizing a range of investment vehicles including equities, bonds, alternatives, and digital assets, and integrates third-party managers and operational services to support model allocations and reporting.
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