Anson Capital Inc

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Assets, Funds, Holdings

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Anson Capital Inc
CRD #131416
SEC #801-113310
CIK #0001906003
AUM $195.3 MM (2023-02-23)
Employees 5 (80% Investors, 0% Brokers)
Phone678-216-0795
Address160 Greencastle Road
Tyrone, GA 30290
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002008201320182024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SGOL 1.3
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
1108866442202020202120222024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 50 21.8
(b) Individuals (high net worth individuals) 49 132.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 41.0
(h) Charitable organizations 2 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.5
(n) Other 0 0.0
Total 349 195.3
By Discretionary
Discretionary 345 154.3
Non-Discretionary 4 41.0
Total 349 195.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 195.3
Total 349 195.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001906003]
Comparable Firms State AUM ($BB)
Capital Preservation Partners Inc
NY 0.2
Blake-Schutter Wealth Advisors LLC
OH 0.2
Silver Coast Investments LLC
CA 0.2
Michael A Dubis Financial Planning LLC
WI 0.2
Starfox Financial Services LLC
TX 0.2
Buttonwood Capital Management LLC
AZ 0.2
Morse Capital Partners LLC
VA 0.2
E A Horwitz LLC
IL 0.2
Carmel Capital Management LLC
CA 0.2
Farrow Financial Inc
VT 0.2
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