Wealth manager, wrap-program sponsor · St. Charles, MO
Fyra Capital Management
Pineridge Advisors, LLC · SEC-registered investment adviser · CRD 315100 · SEC 801-121800
At a glance
Fyra Capital Management is an SEC-registered investment adviser based in St. Charles, Missouri, with $504 million in regulatory assets under management as of its Form ADV filed May 28, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 858 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,885th of 8,915 wealth managers and 7,802nd of 17,210 SEC-registered advisers by assets.
Main office 636-573-1212fyracapital.comAs filed on Form ADV
- Regulatory AUM
- $504M
- Rank among wealth managers
- #2,885 of 8,915
- Rank among all SEC RIAs
- #7,802 of 17,210
- Rank in Missouri
- #98 of 196
- Individual clients
- 858
- High-net-worth clients
- 132
- Accounts
- 2,280
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 7
- Offices
- 2
Owners and executives on its Form ADV
- Kyle R. JonesManaging Member, CCO
- Matthew P. AllgeyerManaging Member
- Peggyann L. MuellerMember
Custody and brokerage
Broker-dealer
Hybrid RIA
Fyra Capital Management is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Advisors Excel Financial Services as the broker-dealer its advisers are registered with.
| PAGE 22 BROKER DEALER Certain IARs of FYRA are registered representatives of Advisors Excel Financial Services, LLC a securities broker-dealer and will be compensated for effecting securities transactions or providing advisory services.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 132 | $259M | 51% |
| Individuals | 726 | $245M | 49% |
| Corporations or other businesses | – | $0M | <1% |
Disciplinary disclosures
Fyra Capital Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗fyracapital.com ↗
AtlasMembers
The full record on Fyra Capital Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 5,437 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Fyra Capital Management manage?
Fyra Capital Management reports $504 million in regulatory assets under management across 2,280 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 28, 2026.
What kind of firm is Fyra Capital Management?
Fyra Capital Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Fyra Capital Management’s clients?
By assets, its largest client types are high-net-worth individuals ($259 million, 132 clients); individuals ($245 million, 726 clients); corporations or other businesses ($299,524).
Does Fyra Capital Management have any disciplinary history?
Fyra Capital Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Fyra Capital Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →