$689.2M Total AUM
$689.2M Disc. AUM
-- 3Y CAGR
5 Employees
40 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha oakOak alpha
- Established Date
- 05-28-2025
- Office Locations
- 1
Office Locations
3050 Peachtree RD NW Suite 500 Atlanta GA
About Anchyra Partners LLC
Anchyra Partners is a boutique, outsourced family office serving entrepreneurs and families with bespoke, multi-generational planning and coordinated wealth strategy. The firm supports portfolio construction and implementation across ETFs, mutual funds, fixed income, and select alternative investments. Clients have online access via an Addepar portal and Schwab-linked account login.
Team overview
53 AVG AGE
$344.6M AVG AUM / ADVISOR
$17.2M AVG AUM / CLIENT
1 yrs AVG TENURE
5 Employees
2 Advisory Reps
3 RIA Reps
1yrs Firm Age
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Asset Classes
Momentum meridian Matrix Crest Prime harbor Foundation Optima delta Momentum Delta pioneer Frontier atlas
Client Personas
Vital atlas
Custodian
Summit glacier Pathway vertex Quantum Glacier frontier North Frontier momentum Summit summit Quantum
Investment Themes
Delta catalyst Harbor Focus Legacy bridge Capital quantum Ember radial
Investment Vehicles
Bridge north Atlas Pathway
Platform
Quantum
Services
Legacy Insight value Pathway optima Wave Signal Glacier Prime pathway Legacy Pathway optima Unison
Technology
Eagle Pathway
Owner & Executives
Z
ZACHARY LANDON CLOUD
Managing Partner, PRIVATE WEALTH ADVISOR
- CRD
- #4568831
- Ownership
- Less than 5%
(749) 371-7508
optima.zenith@catalystcapital.com
in linkedin.com/in/meridian-bridge
ROBERT EUGENE DURHAM
Chief Compliance Officer, Owner
- CRD
- #710763
- Ownership
- Less than 5%
(569) 883-9306
quantum.optima@beaconcapital.com
in linkedin.com/in/timber-ridge
O
Oak bridge
Vector bridge oak
- CRD
- #15954
- Ownership
- 17.7%
(491) 537-2233
north.horizon@timbercapital.com
in linkedin.com/in/alpha-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $689,203,741 | $1,514,733 |
| Non-Discretionary | $0 | -- |
| Total | $689,203,741 | $1,514,733 |
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Separately Managed Accounts
Total SMA Asset: $689,203,741
Equity - Exchange:
20.1% Other:
8.2% Cash:
20.0% Municipal Bonds:
17.9% Corporate - Investment Grade:
11.8% Corporate - Non-Investment Grade:
12.8% Derivatives:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,356,266,908 | 20.1% |
| Other | $553,302,918 | 8.2% |
| Cash | $1,349,519,312 | 20.0% |
| Municipal Bonds | $1,207,819,784 | 17.9% |
| Corporate - Investment Grade | $796,216,394 | 11.8% |
| Corporate - Non-Investment Grade | $863,692,359 | 12.8% |
| Derivatives | $620,778,883 | 9.2% |
| Total | $6,747,596,558 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON MOMENTUM | RADIAL PRIME | Y5BX2WW5B | UCFAL | 3.04% | $96,150,821 |
| LEGACY OAK | HARBOR EAGLE | 2SXNQ9L53 | WWX | 6.19% | $89,020,807 |
| PRIME MOMENTUM SIGNAL | RIDGE VERTEX | 90ECDOAH8 | QOA | 11.64% | $109,722,763 |
| GLACIER ALPHA | NORTH HORIZON | 7RV0PU076 | ISDD | 1.81% | $75,094,829 |
| CAPITAL SUMMIT MATRIX | VALUE WAVE | 2Z4B9SSP5 | UYDUG | 3.61% | $88,498,805 |
| FOCUS OPTIMA | RADIAL QUANTUM | UQWMFZQRM | IZLP | 11.73% | $35,868,389 |
| TIMBER SUMMIT RADIAL | MOMENTUM FOUNDATION | O1WD48QZV | AXTQ | 6.74% | $2,628,221 |
| CATALYST WAVE WAVE | SIGNAL BRIDGE | DA4BLX4U6 | YHZCE | 5.99% | $41,675,366 |