Athyra Financial Partners, Llc
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ADV data as of Sep 30, 2026
- Regulatory AUM
- $8.0M
- Discretionary
- $8.0M
- Clients
- 8
- Avg AUM / client
- $1.0M
- Accounts
- 21
- Employees
- 1
AUM over time
$0
$8.0M
Apr 20, 2026
Sep 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $1.0M | 12.5% |
| High net worth individuals | Fewer than 5 clients | $7.0M | 87.5% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brendan Michael Koors | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 30, 2026.
View current Form ADV (SEC/IAPD) ↗