Anson Analytics

Updated today

Find your advisor

Client assets under management

$215,322,687

Clients

113

60% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,905,511

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

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies ESG / Sustainable investing

Fee options

Percentage

$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

Project-based

$265 per hour for financial planning services; $260-$470 per hour for pension consulting services

Other

Account minimum: $500,000

Main office location

Anson Analytics

160 Greencastle Road, Suite C

Tyrone GA 30290, United States

Number of offices

Most active in

Florida · Georgia · Louisiana · Minnesota · New Hampshire

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 678-216-0795

Advisors at this firm

Mark D

CFA®

Tyrone, GA

Anson Analytics

Mark Demos is a CFA® charterholder with over a decade of industry experience. He has worked at Foundry Partners LLC for ten years and held consulting roles before joining Anson Analytics, where he has been an advisor since 2024. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, and charitable organizations. The firm’s investment approach integrates Modern Portfolio Theory with fundamental and cyclical analysis, emphasizing qualitative corporate culture assessment combined with quantitative financial screening across a mid-cap universe.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing

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.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing

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.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support