# Anthony Petsis & Associates Inc.

> Anthony Petsis & Associates Inc. is a state-registered investment advisory firm in Newtown, PA, registered since 1991, with no regulatory assets under management reported in its Form ADV filing dated June 30, 2026.

- CRD: 123209
- Filed as: ANTHONY PETSIS & ASSOCIATES INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123209
- AdvisorCensus page: https://advisorcensus.com/firm/anthony-petsis-and-associates-inc-newtown-pa-123209

## Quick answers

**How is Anthony Petsis & Associates Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Anthony Petsis & Associates Inc. reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Anthony Petsis & Associates Inc. located?**
Anthony Petsis & Associates Inc.'s principal office is in Newtown, PA, according to its Form ADV.

**Is Anthony Petsis & Associates Inc. registered with the SEC or a state?**
Anthony Petsis & Associates Inc. is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 123209.

**Does Anthony Petsis & Associates Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123209

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1991 (35 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [apetsis.com](https://apetsis.com)
- Facebook @ANTHONYPETSISANDASSOCIATES
- LinkedIn @ANTHONY-PETSIS-&-ASSOCIATES-INC-

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anthony Petsis & Associates Inc. (CRD 123209): Form ADV filing data as of October 2026.