Matthew
Allgeyer

Fyra Capital Management

CRD#4434656
Investment Advisor
in Saint Charles, MO

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About this Advisor

Matthew Allgeyer is a financial advisor working in Saint Charles, Missouri who has 2 years of relevant experience. Allgeyer is on the advisory team at Fyra Capital Management. Allgeyer has gained experience at Vsr Financial Services, Inc, Vsr Advisory Services, Inc, Wamhoff Financial Planning, Calton & Associate, Inc, Fyra LLC Dba Capital Management, Ae Financial Services, Equitas Accounting, LLC, Council Of Financial Educators, Pineridge Advisors, LLC Dba Fyra Capital Management and Fyra Capital Management. Allgeyer holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri and Texas. Fyra Capital Management is a registered investment business operating out of Saint Charles, MO. The firm has a total of eight advisors. It has $246 million in total assets between its 1,301 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,301 client accounts, 16% belong to high-net-worth clients who have more than $1 million in assets available to invest. Fyra Capital Management performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fee schedules vary depending on the type of services offered. However, fees billed by Fyra Capital Management may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1520 South 5Th Street Suite 300
Saint Charles, MO 63303

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Fyra Capital Management Brokerage Details

Total Assets Under Management

$246,012,857

MO Average: $11,469,110,461
Total Number of Employees

8

MO Average: 458
Total Number of Accounts

1,301

MO Average: 33,415
Average Account Size

$189,095

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Matthew Allgeyer Work History

Matthew has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Equitas Accounting, LLC

2021 - Present (3 years)

Fyra LLC Dba Capital Management

2021 - Present (3 years)

Ae Financial Services

2021 - Present (3 years)

Pineridge Advisors, LLC Dba Fyra Capital Management

2021 - Present (3 years)

Fyra Capital Management

2020 - Present (4 years)

Council Of Financial Educators

2013 - Present (11 years)

Wamhoff Financial Planning

2016 - 2021 (5 years)

Calton & Associate, Inc

2013 - 2016 (3 years)

Vsr Financial Services, Inc

2013 - 2016 (3 years)

Vsr Advisory Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Allgeyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fyra Capital Management

Matthew Allgeyer
Saint Charles, MO
Andrew Buehler
Saint Charles, MO
Kyle Jones
Saint Charles, MO
Christopher Ferrara
Saint Charles, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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