Frisco, TX Office

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).