{ "crd_number": 131416, "slug": "anson-analytics-tyrone-ga-131416", "primary_business_name": "ANSON ANALYTICS", "legal_name": "ANSON CAPITAL, INC.", "dbas": [ "ARCHALOS" ], "city": "Tyrone", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2018-05-25", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-02-26", "carried_forward": false, "raum_total": 242205754.0, "raum_discretionary": 215325450.0, "raum_non_discretionary": 26880304.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 5, "advisory_employees": 3, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 2763.0, "count": 1, "fewer_than_5": true }, "individuals": { "raum": 19717768.0, "count": 45 }, "pension_profit_sharing": { "raum": 26880304.0, "count": 3, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 195604919.0, "count": 68 } }, "compensation_types": [ "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "GA", "LA", "MN", "NH" ], "websites": [ "https://ansonanalytics.com", "https://ansoncap.com", "https://archalos.com", "https://facebook.com/ANSONANALYTICS", "https://facebook.com/archalos", "https://instagram.com/archalosfund", "https://linkedin.com/COMPANY/6589724/ADMIN", "https://linkedin.com/company/archalos-fund", "https://threads.com/@archalosfund", "https://twitter.com/ANSONANALYTICS", "https://twitter.com/archalos", "https://youtube.com/@Archalos" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131416", "city_as_filed": "TYRONE", "url": "https://advisorcensus.com/firm/anson-analytics-tyrone-ga-131416", "display_name": "Anson Analytics", "summary": "Anson Analytics is an SEC-registered investment advisory firm in Tyrone, GA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.", "citation": "AdvisorCensus. Anson Analytics (CRD 131416): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services" ], "quick_answers": [ { "q": "How is Anson Analytics compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Anson Analytics reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Anson Analytics located?", "a": "Anson Analytics' principal office is in Tyrone, GA, according to its Form ADV." }, { "q": "Is Anson Analytics registered with the SEC or a state?", "a": "Anson Analytics is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 131416." }, { "q": "How much does Anson Analytics manage?", "a": "Anson Analytics reports $242,205,754 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (89% discretionary)." }, { "q": "How have Anson Analytics' assets and staff changed since 2021?", "a": "In the Form ADV data for Anson Analytics: Regulatory assets under management: $168,158,199 in the October 2021 data and $242,205,754 in the October 2026 data, up 44%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Anson Analytics serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (45); pension and profit sharing plans (but not the plan participants or government pension plans) (3)." }, { "q": "Which custodians does Anson Analytics use?", "a": "Anson Analytics' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Anson Analytics report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131416" }, { "q": "What changed in Anson Analytics' recent Form ADV filings?", "a": "In the March 2026 filing data: Regulatory assets under management went from $211,118,208 to $242,205,754 (+15%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 168158199.0, "total_employees": 6, "filing_date": "2021-02-24" }, { "period": "2022-10-01", "regulatory_assets_under_management": 203202669.0, "total_employees": 5, "filing_date": "2022-03-17" }, { "period": "2023-10-01", "regulatory_assets_under_management": 195282173.0, "total_employees": 5, "filing_date": "2023-04-26" }, { "period": "2024-10-01", "regulatory_assets_under_management": 203711077.0, "total_employees": 4, "filing_date": "2024-08-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 211118208.0, "total_employees": 4, "filing_date": "2025-04-01" }, { "period": "2026-10-01", "regulatory_assets_under_management": 242205754.0, "total_employees": 5, "filing_date": "2026-02-26" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Regulatory assets under management went from $211,118,208 to $242,205,754 (+15%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/anson-analytics-tyrone-ga-131416.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 45, "fewer_than_5": false, "raum": 19717768.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 68, "fewer_than_5": false, "raum": 195604919.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 3, "fewer_than_5": true, "raum": 26880304.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 1, "fewer_than_5": true, "raum": 2763.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131416", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }