DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Fyra Capital Management
Legal name Pineridge Advisors, LLC
Latest filing May 28, 2026
First filing on the tape Jun 18, 2021 · 19 filings
SEC status approved since Jul 19, 2021
RAUM
$504M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$504M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$72.0M
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$504M as of May 28, 2026
Mar 22, 2022$223M then
HNW client RAUM$259M as of May 28, 2026
Mar 22, 2022$106M then
State-registered IARs (5.B.3)7 as of May 28, 2026
Mar 22, 20224 then
Employees (5.A)10 as of May 28, 2026
Mar 22, 20228 then
Private funds: no history
RAUM +15% over the last fiscal year+27% a year over threeIARs 6 to 7
Practice profile
derived from the filing of May 28, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $72.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 123derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $221,156derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, otherreportedItem 5.G
- Wrap fee program
- $1.0BreportedItem 5.I
- Custody
- $207M, 736 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$259M51%
- Individuals$245M49%
- Corporations and businesses$299,5240.1%
- Individual clients
- 726reported
- HNW clients
- 132reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2,280reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $504M sponsored, $0 managedreported
- Custody of client assets
- $207M for 736 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Paul Allgeyer | St. Charles, Mo | Sep 1, 2021 | 24 y | 5 |
| Andrew Charles Buehler | St. Charles, Mo | Sep 1, 2021 | 10 y | 1 |
| Kyle Randall Jones | St Charles, Mo | Sep 3, 2021 | 19 y | 8 |
| Megan Katherine Miener | St. Louis, Mo | Jan 11, 2023 | 9 y | 1 |
| Christopher N Ferrara | St. Charles, Mo | Mar 10, 2023 | 29 y | 1 |
| Chandler Dalton Williamson | St. Louis, Mo | Mar 19, 2024 | 10 y | 0 |
| Muhammad Ammar | St. Charles, Mo | Dec 4, 2025 | 9 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Peggy Knobbe to Wells Fargo AdvisorsMay 19, 2022 · RIA to wirehouse
Joined, latest
- Christopher N Ferrara from Bofa Advisors, LLCMar 10, 2023 · Other
- Megan Katherine Miener from Ae Wealth Management, LLCJan 11, 2023 · Affiliated broker-dealer or bank to independent RIA
- Kyle Randall Jones from Calton & Associates, Inc.Sep 3, 2021 · RIA to a newly registered adviser
- Matthew Paul Allgeyer from Calton & Associates, Inc.Sep 1, 2021 · RIA to a newly registered adviser
- Andrew Charles Buehler from Calton & Associates, Inc.Sep 1, 2021 · RIA to a newly registered adviser
- Peggy Knobbe from Calton & Associates, Inc.Aug 26, 2021 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Calton & Associates, Inc.Aug 25, 2021 · Saint Charles, Mo
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Paul Matthew Allgeyer · Managing Membercontrolsince 07/2021 · owns 25% to 50%
- Randall Kyle Jones · Managing Member, Ccocontrolsince 07/2021 · owns 25% to 50%
- Leona Peggyann Mueller · Membercontrolsince 07/2021 · owns 5% to 10%
Related persons
Schedule D 7.A
- Equitas Accounting LLCinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Charles, Mo | 7 | 1 | 0 | 2 | |
| St Louis, Mo | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- St. Louis, MO5 employees
What changed
consecutive filings, newest first
- Pension plan clients · 30.0 to unsetMar 26, 2025 to Mar 3, 2026
- Accounts · 2,214 to 2,280Mar 26, 2025 to Mar 3, 2026
- Advisory employees · 6 to 7Mar 26, 2025 to Mar 3, 2026
- HNW clients · 162 to 132Mar 26, 2025 to Mar 3, 2026
- Individual clients · 651 to 726Mar 26, 2025 to Mar 3, 2026
- Assets in custody · $89.9M to $207MMar 26, 2025 to Mar 3, 2026
- State-registered IARs · 6 to 7Mar 26, 2025 to Mar 3, 2026
- Discretionary RAUM · $430M to $504MMar 26, 2025 to Mar 3, 2026
- HNW RAUM · $249M to $259MMar 26, 2025 to Mar 3, 2026
- Individual RAUM · $180M to $245MMar 26, 2025 to Mar 3, 2026
- Non-discretionary RAUM · $7.1M to $0Mar 26, 2025 to Mar 3, 2026
- Pension RAUM · 6017290.0 to unsetMar 26, 2025 to Mar 3, 2026
- RAUM · $437M to $504MMar 26, 2025 to Mar 3, 2026
- Wrap assets (sponsor) · $5.9M to $504MMar 26, 2025 to Mar 3, 2026
- Accounts · 2,072 to 2,214Oct 1, 2024 to Mar 26, 2025
- HNW clients · unset to 162.0Oct 1, 2024 to Mar 26, 2025
- Individual clients · 779 to 651Oct 1, 2024 to Mar 26, 2025
- Pension plan clients · 27 to 30Oct 1, 2024 to Mar 26, 2025
- Assets in custody · $29.5M to $89.9MOct 1, 2024 to Mar 26, 2025
- Financial planning clients · 0 to 0Oct 1, 2024 to Mar 26, 2025
- Discretionary RAUM · $393M to $430MOct 1, 2024 to Mar 26, 2025
- HNW RAUM · unset to 249350793.0Oct 1, 2024 to Mar 26, 2025
- Individual RAUM · $388M to $180MOct 1, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $0 to $7.1MOct 1, 2024 to Mar 26, 2025
- Pension RAUM · $4.5M to $6.0MOct 1, 2024 to Mar 26, 2025
- RAUM · $393M to $437MOct 1, 2024 to Mar 26, 2025
- Wrap assets (manager) · $393M to $0Oct 1, 2024 to Mar 26, 2025
- Wrap assets (sponsor) · $393M to $5.9MOct 1, 2024 to Mar 26, 2025
- Accounts · 1,301 to 2,072Jun 30, 2023 to Mar 25, 2024
- Advisory employees · 3 to 6Jun 30, 2023 to Mar 25, 2024
- BD registered reps · 3 to 5Jun 30, 2023 to Mar 25, 2024
- HNW clients · 88.0 to unsetJun 30, 2023 to Mar 25, 2024
- Individual clients · 460 to 779Jun 30, 2023 to Mar 25, 2024
- Pension plan clients · unset to 27.0Jun 30, 2023 to Mar 25, 2024
- Employees · 8 to 10Jun 30, 2023 to Mar 25, 2024
- State-registered IARs · 3 to 6Jun 30, 2023 to Mar 25, 2024
- Discretionary RAUM · $245M to $393MJun 30, 2023 to Mar 25, 2024
- HNW RAUM · 128787467.0 to unsetJun 30, 2023 to Mar 25, 2024
- Individual RAUM · $116M to $388MJun 30, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $667,175 to $0Jun 30, 2023 to Mar 25, 2024
Signals
6 dated events
- Fyra Capital Management reported RAUM $393.5M, up 60% from $246.0M (2023-06-30 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
- M Sandra Furuya (Member) no longer on Schedule A of Fyra Capital Management (listed 2023-06-30, absent 2024-03-25)Mar 25, 2024 · Control person left · inference
- A Peggy Knobbe (Member) no longer on Schedule A of Fyra Capital Management (listed 2022-03-22, absent 2022-07-05)Jul 5, 2022 · Control person left · inference
- Michael Teddy Hemmy (Member) no longer on Schedule A of Fyra Capital Management (listed 2022-03-22, absent 2022-07-05)Jul 5, 2022 · Control person left · inference
- Peggy Knobbe left Fyra Capital Management for Wells Fargo Advisors (registered 2023-05-01)May 19, 2022 · Advisor changed firm · fact
- Pineridge Advisors, Llc filed its initial SEC registration (Form ADV)Jun 18, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- fyra@fyracapital.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 636-573-1212reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 636-573-1226reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- fyracapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 636-573-1212reportedpublic record, Form ADV, May 28, 2026
- Contact form
- fyracapital.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $72.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026