FYRA Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees from $500 to $10,000; Retirement plan advisory fixed fees from $1,000 to $100,000
$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
Insurance products sold by licensed agents generate commissions; commissions may reduce advisory fees on such products.
Financial planning hourly rate for prorated fees upon termination: $250/hour
Minimum fee: Fixed fees range from $500 to $25,000 annually for investment management
Main office
See office1520 South 5th Street, Suite 300
St. Charles MO 63303
Advisors at this office
7
Offices (2)
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
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
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