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
Anchyra Partners LLC
Latest filing Mar 11, 2026
First filing on the tape May 28, 2025 · 4 filings
SEC status approved since Sep 17, 2025
RAUM
$689M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$689M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$230M
derived; firm RAUM over IAPD count
Employees
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$689M as of Mar 11, 2026
May 28, 2025$0 then
HNW client RAUM$689M as of Mar 11, 2026
Aug 28, 2025$265M then
State-registered IARs (5.B.3)3 as of Mar 11, 2026
May 28, 20253 then
Employees (5.A)5 as of Mar 11, 2026
May 28, 20254 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $230MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $17.2MderivedHNW RAUM over HNW clients
- Average account
- $1.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $62.7M, 12 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$689M100%
- Individual clients
- n/areported
- HNW clients
- 40reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 455reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $62.7M for 12 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=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brian Peter GatelyChartered Financial Analyst | Atlanta, Ga | May 29, 2025 | 21 y | 0 |
| Robert Eugene Durham | Atlanta, Ga | Jun 4, 2025 | 46 y | 4 |
| Zachary Landon Cloud | Atlanta, Ga | Jun 10, 2025 | 23 y | 5 |
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
none on the tape
Joined, latest
- Zachary Landon Cloud from Morgan StanleyJun 10, 2025 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Robert Eugene Durham from StephensJun 4, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Landon Zachary Cloud · Managing Partner/ Private Wealth Advisorcontrolsince 05/2025 · owns less than 5%
- Eugene Robert Durham · Owner / Ccocontrolsince 04/2025 · owns less than 5%
- Peter Brian Gately · Managing Partner/ Private Wealth Advisorcontrolsince 05/2025 · owns less than 5%
Entity owners
- Anchyra Holdings LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- unusually large average HNW clientStatic outlier · filing Mar 11, 2026HNW RAUM per HNW client of $17,230,094 against a peer median of $3,135,307 (1405 comparable advisers, 99.0th percentile, 9.2 robust deviations)peers: independent wealth managers, $500M to $1B (1,405) · 99% percentile
- business activity changedChange between filings · filing Mar 11, 2026selection of other advisers (Item 5.G.7): yes on the filing of 2025-12-01, no on the filing of 2026-03-11peers: independent wealth managers, $500M to $1B (1,483)
What changed
consecutive filings, newest first
- Accounts · 322 to 455Dec 1, 2025 to Mar 11, 2026
- Advisory employees · 5 to 2Dec 1, 2025 to Mar 11, 2026
- Advisory activities · 3 to 2Dec 1, 2025 to Mar 11, 2026
- HNW clients · 11 to 40Dec 1, 2025 to Mar 11, 2026
- Assets in custody · $39.2M to $62.7MDec 1, 2025 to Mar 11, 2026
- Discretionary RAUM · $265M to $689MDec 1, 2025 to Mar 11, 2026
- HNW RAUM · $265M to $689MDec 1, 2025 to Mar 11, 2026
- RAUM · $265M to $689MDec 1, 2025 to Mar 11, 2026
- Accounts · 0 to 322May 28, 2025 to Aug 28, 2025
- Advisory employees · 4 to 5May 28, 2025 to Aug 28, 2025
- HNW clients · unset to 11.0May 28, 2025 to Aug 28, 2025
- Assets in custody · unset to 39233281.0May 28, 2025 to Aug 28, 2025
- Custody of client assets · false to trueMay 28, 2025 to Aug 28, 2025
- Employees · 4 to 5May 28, 2025 to Aug 28, 2025
- Financial planning clients · 0 to 0May 28, 2025 to Aug 28, 2025
- Discretionary RAUM · $0 to $265MMay 28, 2025 to Aug 28, 2025
- HNW RAUM · unset to 265456313.0May 28, 2025 to Aug 28, 2025
- RAUM · $0 to $265MMay 28, 2025 to Aug 28, 2025
Signals
1 dated events
- Anchyra Partners Llc reported RAUM $689.2M, up 160% from $265.5M (2025-12-01 to 2026-03-11)Mar 11, 2026 · RAUM change · derived
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 phone
- 404-240-8799reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/anchyra-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- anchyrapartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 404-240-8799reportedpublic record, Form ADV, Mar 11, 2026
- Contact form
- anchyrapartners.com/contact-usreportedpublished by the firm, firm site, Sep 17, 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
- $230Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026