Firm profile

ANSON ANALYTICS

TYRONE, GACRD 131416Latest ADV February 26, 2026

Anson Analytics is an SEC registered investment adviser organized as a corporation with a primary office location in Tyrone, GA. Its latest Form ADV filing, dated February 26, 2026, reports $242M in regulatory assets under management, 5 employees, and 445 accounts.

Assets Under Management
$242M
Employees
5
Offices
--
Total Clients
117
Primary office
TYRONE, GA
160 GREENCASTLE ROAD, SUITE C, TYRONE, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSamuel J. Sweitzer

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 58.1% of total clients.
Top client categories% of clientsClients
1
HNWI
58.1%
68
2
Individuals
38.5%
45
3
Pension Plans
2.6%
3
4
Charitable
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$242Mas of February 26, 2026
Discretionary88.9%
$215M
89% of total RAUM88.9%
Non-discretionary11.1%
$27M
11% of total RAUM11.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$242M
Total Accounts445
10Y AUM Change+$112M (+86.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee23:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.