Anson Analytics
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$215,322,687
Clients
113
Advisors
3
of 5 employees
About
Anson Analytics provides discretionary and non‑discretionary portfolio management, separately managed accounts (including the Archalos strategy), model portfolio services to other advisers and TAMPs, financial planning, and pension consulting. The firm serves both individual clients—including high‑net‑worth households—and institutional plan sponsors and other entities, managing approximately $242 million across its client relationships.
Its investment process uses Modern Portfolio Theory as a foundation and combines a qualitative emphasis on corporate culture and character with quantitative screens (financial health, returns on capital, valuation) to construct small‑ and mid‑cap focused portfolios (roughly $1 billion to $30 billion market caps). The firm also discloses limited use of derivatives, including option writing in suitable situations, and applies explicit buy/sell and portfolio‑construction disciplines rather than seeking to replicate a benchmark.
Noteworthy disclosures in the brochure include an affiliation with a law firm owned by an associated person; the firm states it may recommend that law firm for legal services but does not receive referral fees and clients are under no obligation to use it. The firm also discloses the use of client testimonials in its advertising and offers portfolio model/provider and dual‑contract SMA arrangements, practices that are less common among its peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.85% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000 - $30,000,000: 0.35% annually $30,000,000 - $50,000,000: 0.30% annually $50,000,000+: 0.25% annually
$265 per hour for financial planning services; $260-$470 per hour for pension consulting services
Account minimum: $500,000
Main office
160 Greencastle Road, Suite C
Tyrone GA 30290
Advisors at this office
3
Most active in
Florida · Georgia · Louisiana · Minnesota · New Hampshire
Also doing business as
Anson Analytics · Anson Capital, Inc. · Archalos · Northfield Financial · Northfield401 K
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark D
CFA®
Tyrone, GA
Anson Analytics
Mark Demos is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Anson Analytics. Prior to joining Anson Analytics, he worked in consulting and spent ten years at Foundry Partners LLC. Anson Analytics provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting services to both individual clients, including high-net-worth households, and institutional plan sponsors. The firm’s investment approach combines Modern Portfolio Theory with qualitative and quantitative analysis to manage small- and mid-cap focused portfolios.
Kristin V
Series 65
Atlanta, GA
Anson Analytics
Kristin Vano is a financial advisor at Anson Analytics with nine years of industry experience. She holds the Series 65 designation and has been with Anson Capital, Inc. since 2015. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, charitable organizations, and other entities. The firm uses a Modern Portfolio Theory-based investment approach supplemented by fundamental and cyclical analysis, with a focus on qualitative and quantitative assessments through its Archalos SMA process.
Samuel S
CFA®, Series 65
Tyrone, GA
Anson Analytics
Samuel Sweitzer is a CFA® charterholder with 22 years of industry experience, currently serving at Anson Analytics since 2004. He is also a pilot for Delta Airlines, flying MD-88 aircraft since 1999. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, and other entities, employing a framework based on Modern Portfolio Theory combined with fundamental and cyclical analysis. The firm offers services including discretionary and non-discretionary portfolio management, model portfolios, financial planning, and pension consulting.
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