FYRA Capital Management logo

FYRA Capital Management

Updated today

Client AUM

$503,936,645

Clients

858

Advisors

8

across 2 offices

About

FYRA Capital Management provides discretionary and non‑discretionary investment management, financial planning, retirement plan advisory, and sub‑advisory services. The firm works with individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, foundations, trusts and estates, and does not state a firmwide account minimum in its brochure.

The firm’s investment program emphasizes asset allocation across equities, ETFs and mutual funds and employs fundamental, quantitative and technical analysis as well as model and third‑party managers to implement portfolios. FYRA describes a process of developing written client profiles and multi‑generational wealth plans, then managing accounts within those guidelines while performing periodic reviews and, when appropriate, allocating a portion of portfolios to independent sub‑advisors.

Distinctive features in the brochure include an affiliated accounting entity that provides tax planning and preparation for a separate fee and FYRA’s role as sponsor and manager of a wrap fee program (described as Part 2A Appendix 1). The brochure also details substantial third‑party relationships — including administrative and marketing support from AE Wealth/Advisors Excel, the firm’s practice of sharing advisory fees with sub‑advisors and quarterly manager reviews, and disclosure of the use of third‑party technology (including vendors with AI/machine‑learning components).

Client services

Financial planning Portfolio management Pension consulting Consulting

Expertise

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement

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Fee options

Fixed

Financial planning fixed fees from $500 to $10,000; Retirement plan advisory fixed fees from $1,000 to $100,000

Percentage

$0+: Negotiable up to a maximum of 2.00% annually for investment management fees +: Fixed fees for investment management range from $500 to $25,000 annually +: Financial planning fixed fees range from $500 to $10,000 +: Hourly rate for financial planning termination prorated fees: $250/hour +: Retirement plan advisory maximum fee 0.75% annually, fixed fees range from $1,000 to $100,000

Commissions

Insurance products sold by licensed agents generate commissions; commissions may reduce advisory fees on such products.

Project-based

Financial planning hourly rate for prorated fees upon termination: $250/hour

Other

Minimum fee: Fixed fees range from $500 to $25,000 annually for investment management

Main office

See office

1520 South 5th Street, Suite 300

St. Charles MO 63303

Advisors at this office

7

Most active in

Florida · Illinois · Kansas · Missouri · North Carolina · Tennessee · Texas · Wisconsin

Also doing business as

Fyra Capital Management · Fyra Capital Management, LLC · Heise Advisory Group · Pineridge Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher F

Series 63, Series 66

St. Charles, MO

FYRA Capital Management

Christopher Ferrara is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include 16 years at MFS Fund Distributors, Inc. He also teaches financial classes on retirement planning through the Council of Financial Educators, a nonprofit organization. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, including high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm’s investment approach focuses on asset allocation across equities, ETFs, and mutual funds, using fundamental, quantitative, and technical analysis supplemented by model portfolios and third-party managers.

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments Founder/Business Owner Executive Approaching retirement
user avatar

Daniel M

Series 65

St. Charles, MO

FYRA Capital Management

Daniel Michaud is an advisor at FYRA Capital Management in St. Charles, MO, holding a Series 65 designation. He joined FYRA Capital Management in 2026 and has no prior industry experience. Michaud's background includes four years at Saint Louis University and fourteen years as a student. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a comprehensive investment approach incorporating asset allocation, fundamental, quantitative and technical analysis, and works with third-party managers and sub-advisors.

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments Founder/Business Owner Executive Approaching retirement
user avatar

Muhammad A

Series 66

Frisco, TX

FYRA Capital Management

Muhammad Ammar is a financial advisor at FYRA Capital Management with three years of industry experience. He holds a Series 66 designation and has previously worked at AE Financial Services, LLC and OLV Investment Group. FYRA Capital Management provides investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes diversified asset allocation and employs multiple analytical approaches alongside independent sub-advisors to implement client portfolios.

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments Founder/Business Owner Executive Approaching retirement
user avatar

Matthew A

Series 63, Series 65

St. Charles, MO

FYRA Capital Management

Matthew Allgeyer is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He is a managing member of FYRA Capital Management and also leads Equitas Accounting, LLC, which provides tax preparation and related accounting services. Additionally, he volunteers as the head of the investment committee for Vianney High School and serves as an educator with the Council of Financial Educators. FYRA Capital Management offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation using various analytical methods and incorporates written client profiles and multi-generational wealth plans in its investment process.

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments Founder/Business Owner Executive Approaching retirement
user avatar

Kyle J

Series 66

St. Charles, MO

FYRA Capital Management

Kyle Jones is a financial advisor with FYRA Capital Management in St. Charles, MO, holding a Series 66 designation and 19 years of industry experience. He has held roles at several firms, including Calton & Associates, Inc. and Wamhoff Financial Planning, and serves as a managing member of Equitas Accounting, LLC, which provides tax preparation and related accounting services. FYRA Capital Management provides investment management, financial planning, and retirement plan advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm utilizes a diversified investment approach involving asset allocation across equities, ETFs, and mutual funds, incorporating fundamental, quantitative, and technical analysis alongside third-party managers.

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments Founder/Business Owner Executive Approaching retirement
user avatar

Chandler W

Series 63, Series 65

St. Charles, MO

FYRA Capital Management

Chandler Williamson is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Preferred Capital Securities and E*TRADE Securities and is involved in insurance sales through Pineridge Advisors, LLC. FYRA Capital Management offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored retirement plans, foundations, trusts, and estates. The firm emphasizes asset allocation across equities, ETFs, and mutual funds, utilizing fundamental, quantitative, and technical analysis alongside third-party managers.

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments Founder/Business Owner Executive Approaching retirement
user avatar

Andrew B

Series 63, Series 66

St. Charles, MO

FYRA Capital Management

Andrew Buehler is a financial advisor with FYRA Capital Management in St. Charles, MO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at TD Ameritrade and Calton & Associates, Inc. He also serves as an advisor with the Council of Financial Educators, presenting information on retirement topics. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services to individuals, employer-sponsored plans, foundations, and trusts. The firm emphasizes asset allocation across equities, ETFs, and mutual funds using fundamental, quantitative, and technical analysis, and incorporates written client profiles and multi-generational wealth plans in its process.

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments Founder/Business Owner Executive Approaching retirement
user avatar

Megan M

Series 65

St. Charles, MO

FYRA Capital Management

Megan Miener is a financial advisor at FYRA Capital Management with seven years of industry experience. She holds a Series 65 designation and has worked at Pineridge Advisors, LLC, Heise Advisory Group, and AE Wealth Management, LLC. FYRA Capital Management provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and sub-advisory services. The firm serves individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, trusts, and estates, employing a multi-faceted investment approach that integrates fundamental, quantitative, and technical analysis alongside third-party managers.

Wealth management Multi-generational wealth transfer Retirement income strategy Private / alternative investments Founder/Business Owner Executive Approaching retirement
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