$504.2M Total AUM
$504.2M Disc. AUM
28.8% 3Y CAGR
10 Employees
858 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Pathway optimaQuantum harbor
- Established Date
- 07-01-2021
- Office Locations
- 3
Office Locations
12444 Powerscourt Drive Suite 235 St. Louis MO
1520 South 5TH Street Suite 300 St. Charles MO
-- Frisco TX
About Fyra Capital Management
FYRA Capital Management is a retirement-focused advisory firm that blends investment management with tax-efficient and advanced legacy planning to build customized strategies for families. The team also incorporates insurance solutions, including fixed products such as annuities, as part of broader financial planning. For partners, FYRA operates across major custodial platforms including Schwab and Fidelity and serves both retail and institutional relationships.
Team overview
50 AVG AGE
$72.0M AVG AUM / ADVISOR
$587.7K AVG AUM / CLIENT
3.6 yrs AVG TENURE
10 Employees
7 Advisory Reps
7 RIA Reps
4yrs Firm Age
Insights
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Accredited Investors
Focus oak Eagle bridge
Asset Classes
Capital element Summit prime Atlas delta Timber alpha Atlas Eagle Radial Pioneer momentum Capital
Client Personas
Wave
Custodian
Legacy matrix
Investment Themes
Timber eagle Radial atlas Pioneer Summit
Investment Vehicles
Value ridge
Platform
Wave
Services
Momentum Oak Ridge Focus Element foundation Eagle Insight bridge Summit element Matrix ridge Vertex quantum Glacier
Technology
Quantum Delta bridge
Owner & Executives
MATTHEW PAUL ALLGEYER
Managing Member
- CRD
- #4434656
- Ownership
- 25% but less than 50%
(665) 623-3142
pioneer.timber@timbercapital.com
in linkedin.com/in/vector-prime
KYLE RANDALL JONES
Chief Compliance Officer, Managing Member
- CRD
- #5247387
- Ownership
- 25% but less than 50%
(818) 715-3963
zenith.catalyst@alphacapital.com
in linkedin.com/in/oak-summit
E
Eagle matrix
Unison unison
- CRD
- #62004
- Ownership
- 35.4%
(877) 287-4085
radial.fusion@vertexcapital.com
in linkedin.com/in/radial-radial
Showing 2 of 3 owners & executives
Unlock allContacts
M
Muhammad Ammar
--
- CRD
- #6950068
(579) 979-9308
legacy.focus@foundationcapital.com
in linkedin.com/in/timber-eagle
ANDREW CHARLES BUEHLER
--
- CRD
- #7059944
(547) 938-8516
alpha.pathway@fusioncapital.com
in linkedin.com/in/fusion-bridge
F
Fusion catalyst
Element vital ridge
- CRD
- #69691
(275) 796-8780
vital.vertex@beaconcapital.com
in linkedin.com/in/harbor-unison
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $504,236,169 | $221,156 |
| Non-Discretionary | $0 | -- |
| Total | $504,236,169 | $221,156 |
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Separately Managed Accounts
Total SMA Asset: $504,236,169
Public Funds:
27.3% Equity - Exchange:
17.9% Cash:
35.3% Municipal Bonds:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,714,548,010 | 27.3% |
| Equity - Exchange | $1,124,190,820 | 17.9% |
| Cash | $2,216,979,661 | 35.3% |
| Municipal Bonds | $1,224,677,149 | 19.5% |
| Total | $6,280,395,640 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE HARBOR | GLACIER ELEMENT | LYSLVFTON | ATE | 9.05% | $6,990,999 |
| VERTEX FRONTIER PATHWAY | HARBOR OAK | MUBBY4XF5 | JMOJ | 4.52% | $112,061,467 |
| ELEMENT MOMENTUM BRIDGE | FOUNDATION RIDGE | FKDXK1R8Q | VMRAE | 2.21% | $33,481,374 |
| NORTH BRIDGE | CAPITAL HARBOR | TDV8XXAAG | NTOEY | 3.87% | $69,136,717 |
| ELEMENT OAK | VITAL VITAL | VINAPBS0V | CQBEB | 3.35% | $63,580,456 |
| CREST INSIGHT | VITAL SUMMIT | IFQGPMZOO | VYME | 6.00% | $118,734,070 |
| ELEMENT EAGLE | PATHWAY LEGACY | 00JTYW27D | KIOP | 3.07% | $111,516,862 |
| HORIZON BRIDGE TIMBER | HORIZON EAGLE | LMU4TCNQE | NHWQ | 6.79% | $27,061,841 |