Pineridge Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Pineridge Advisors reports 858 clients. They include 726 individual clients and 132 high-net-worth individuals. Of its assets, 100.0% ($504M across 2,280 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.01B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 49% |
| High-net-worth individuals | 15% | 51% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 726 | $245M | 48.7% | $338K |
| High-net-worth individuals | 132 | $259M | 51.3% | $1.96M |
| Corporations and other businesses | Fewer than 5 | $300K | 0.1% | — |
| Total | 858 | $504M | 100% | — |
- Clients
- 726
- Regulatory AUM
- $245M
- AUM share
- 48.7%
- Avg. per client
- $338K
- Clients
- 132
- Regulatory AUM
- $259M
- AUM share
- 51.3%
- Avg. per client
- $1.96M
- Clients
- Fewer than 5
- Regulatory AUM
- $300K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 858
- Regulatory AUM
- $504M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Pineridge Advisors charges up to 2.00% a year for its Investment management fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is a fixed fee of $500 to $10,000, set in the planning agreement and payable when the plan is delivered.
Kyle Jones owns 25% to 50% of Pineridge Advisors. It has 10 employees, 7 of them in advisory roles.
Leadership
Kyle JonesManaging Member, CCO
Matthew AllgeyerManaging Member- Peggyann MuellerMember
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 7 in advisory functions
- 7 state-registered reps
- 5 broker-dealer reps
- 8 insurance agents
- Owns 25% to 50% of Pineridge Advisors, LLC
Kyle Jones
Control person · since July 2021
- Owns 25% to 50% of Pineridge Advisors, LLC
Matthew Allgeyer
Control person · since July 2021
- Owns 5% to 10% of Pineridge Advisors, LLC
Peggyann Mueller
Control person · since July 2021
Pineridge Advisors’ regulatory assets grew Infinity× from $0 (June 2021) to $504M (May 2026); employees rose from 4 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $504M | 858 | 10 | 2 |
| March 2025 | $437M | 843 | 10 | 2 |
| July 2024 | $393M | 806 | 10 | 2 |
| June 2023 | $246M | 548 | 8 | 2 |
| July 2022 | $223M | 383 | 8 | 2 |
| June 2021 | $0 | 0 | 4 | 2 |
Besides its headquarters, Pineridge Advisors has 1 office, with 2 listed addresses in Missouri.
Missouri · 2 listed addresses
- 1520 South 5th Street, Suite 300, St. CharlesHQ
- 12444 Powerscourt Drive, St. Louis
Other business names
Pineridge Advisors has reported 1 other business name to the SEC.
- Fyra Capital Management, LLC
Contact and registration details
- Legal name
- Pineridge Advisors, LLC
- Headquarters
- 1520 South 5th Street, Suite 300, St. Charles, MO 63303
- Website
- fyracapital.com
- Phone
- 636-573-1212
- SEC file
- 801-121800
- Structure
- Missouri LLC
- Fiscal year end
- December
Pineridge Advisors uses Charles Schwab ($342M, 68%) and Fidelity ($162M, 32%) as custodians for its separately managed accounts. Pineridge Advisors has custody of $207M in client assets for 736 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $342M68%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $162M32%
At year end, Pineridge Advisors’ separately managed accounts were mostly in funds (83%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds83%
- Bonds1%
- Cash6%
How many clients does Pineridge Advisors have?
Pineridge Advisors has 858 clients and manages $504 million for them, as of May 2026. They include 726 individual clients and 132 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 May 2026
What services does Pineridge Advisors offer?
Pineridge Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Pineridge Advisors charge?
Pineridge Advisors charges up to 2.00% a year for its Investment management fees. The fee is billed in arrears and is negotiable.
Which custodians does Pineridge Advisors use?
Pineridge Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $342M and Fidelity Brokerage Services LLC (Smithfield, RI), with $162M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 May 2026
How many financial advisors does Pineridge Advisors have?
Pineridge Advisors has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pineridge Advisors invest in?
At the end of its last fiscal year, Pineridge Advisors’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 6% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pineridge Advisors?
Pineridge Advisors’ direct owners are Kyle Jones, Matthew Allgeyer and Peggyann Mueller, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 28 May 2026
How does Pineridge Advisors get paid?
Pineridge Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Pineridge Advisors registered with the SEC?
Yes, Pineridge Advisors has been registered with the SEC as an investment adviser since 19 July 2021. Its CRD number is 315100 and its SEC file number is 801-121800.
Source: Form ADV Part 1A, Item 1, filed 28 May 2026; IAPD firm record
How do I contact Pineridge Advisors?
Pineridge Advisors’ main office is at 1520 South 5th Street, Suite 300, St. Charles, MO 63303. Its phone number is 636-573-1212. Its website is fyracapital.com.