-

Elite Advisory Team Launches Atlanta-Based Anchyra Partners, an RIA Aimed Squarely at Ultra-High-Net-Worth Clients

The Founders, Who Previously Managed $2.6 Billion, Look to Institutional-Investing Expertise and Scalable Infrastructure to Spur Organic and Inorganic Growth

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners welcomes Anchyra Partners, a new independent registered investment advisory firm based in Atlanta. The team previously managed $2.6 billion in client assets. Anchyra will focus on ultra-high-net-worth clients and multi-family offices and expand through both organic growth and acquisitions.

Robert Durham, Zack Cloud, and Brian Gately founded Anchyra to combine institutional investment expertise with state-of-the-art technology and infrastructure. Mr. Durham previously served as Managing Director and Regional Director at Stephens Inc. Mr. Cloud and Mr. Gately were vice presidents at Goldman Sachs.

“We’ve engineered Anchyra to support elite advisors who want to build something to last,” said Mr. Durham, who serves as CEO and leads the firm’s recruiting and acquisition strategy. “We’re focused on creating an environment where experienced professionals can grow their businesses, contribute as partners, and deliver the kind of service sophisticated clients demand.”

“In doing our due diligence, we realized that the independent wealth space was best for our clients, “ Mr. Durham added. “The technology and investment opportunities — including more complex investments and private market plays — available to independents today delivers a client experience that is almost second to none.”

Mr. Durham, Mr. Cloud, and Mr. Gately plan to grow Anchyra by acquiring independent advisory firms and partnering with like-minded advisors seeking to leave captive environments in select U.S. markets. They’re focused on practices with strong client relationships, strong books of business, and a desire for equity alignment. They aim to scale Anchyra steadily by adding firms that contribute both revenue and leadership.

The firm relies on Dynasty for core infrastructure, transition support, and long-term strategic guidance — resources Anchyra will use to scale efficiently while maintaining its commitment to high-touch client service.

The firm takes its name from the Greek word for “anchor” — a symbol of stability, tenacity, and the firm’s long-term commitment to its clients and partners.

For more information, please visit https://www.anchyrapartners.com.

About Dynasty

Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.

For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and facilitating our complementary acquisitions.

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:
LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter: @DynastyFP
YouTube: http://bit.ly/1MKXhC8

Contacts

Media Contact
Sally Cates
sallycates@dynastyfinancialpartners.com
646-704-4500

Dynasty Financial Partners


Release Versions

Contacts

Media Contact
Sally Cates
sallycates@dynastyfinancialpartners.com
646-704-4500

More News From Dynasty Financial Partners

Nordwand Capital Expands Senior Team with the Addition of Douglas DeLong

RADNOR, Pa.--(BUSINESS WIRE)--Nordwand Capital, a $4 billion multifamily office and registered investment advisor (RIA), today announced that Douglas DeLong, CFA, has joined the firm as Managing Director and Financial Advisor. Mr. DeLong’s arrival further expands Nordwand’s investment management and estate planning services for high-net-worth clients. Mr. DeLong brings over 20 years of experience advising wealthy families on customized investment and trust strategies. He joins Nordwand from Fid...

Nordwand Capital Deepens Investment Expertise with Appointment of Patrick McGinnis

RADNOR, Pa.--(BUSINESS WIRE)--Nordwand Capital, a $4 billion multifamily office and registered investment advisor (RIA), today announced the addition of Patrick J. McGinnis Jr., as Managing Director and Financial Advisor. Mr. McGinnis joins Nordwand to strengthen the firm’s investment and estate planning capabilities, supporting its strategic growth into new client markets. Mr. McGinnis brings more than two decades of experience managing equity portfolios and advising high-net-worth families on...

Dynasty Financial Partners Unveils Brand Swagger, a Streamlined Solution for Branded Merchandise

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced the launch of Brand Swagger, a premium, on-demand merchandise store that helps advisory firms strengthen their branding for client events, team initiatives, and day-to-day business development. The launch is timely. With warmer weather driving a wave of client events and team offsites, the platform makes it easy to get high-quality, expertly curated, customized merchandise without the usual hassle or waste. Securi...
Back to Newsroom