A
$242.2M Total AUM
$215.3M Disc. AUM
-- 3Y CAGR
5 Employees
117 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-11-2004
- Office Locations
- 1
Office Locations
160 Greencastle Road Suite C Tyrone GA
About Anson Analytics
Anson Analytics is a Georgia-based RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides investment management and financial planning, including portfolio construction, risk management, and tax/estate and business-succession planning. Portfolios emphasize diversified public funds/ETFs with fixed income and selective alternatives. Custody commonly via Schwab and Fidelity.
Team overview
51 AVG AGE
$80.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
11.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SAMUEL J. SWEITZER
President
- CRD
- #4747164
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MARK STEPHEN DEMOS
Chief Executive Officer
- CRD
- #2966539
Available
Available
Available
K
Kristin D Vano
--
- CRD
- #6706038
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,325,450 | $486,062 |
| Non-Discretionary | $26,880,304 | $13,440,152 |
| Total | $242,205,754 | $544,283 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available Other:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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