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 $203.7 MM (2024-08-27)
Employees 4 (75% Investors, 0% Brokers)
Phone678-216-0795
Address160 Greencastle Road
Tyrone, GA 30290
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
2502001501005002010201520202025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SGOL 1.3
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
1108866442202022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 48 28.1
(b) Individuals (high net worth individuals) 58 156.5
(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 2 19.1
(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 0.0
(n) Other 0 0.0
Total 441 203.7
By Discretionary
Discretionary 414 184.6
Non-Discretionary 27 19.1
Total 441 203.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 203.7
Total 441 203.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001906003]
Comparable Firms State AUM ($BB)
Wedgewood Investors Inc
PA 0.2
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VA 0.2
Loyola Asset Management LLC
FL 0.2
Connecticut Capital Management Group LLC
CT 0.2
Braun-Bostich & Associates Inc
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Doceo Wealth LLC
ID 0.2
TABR Capital Management LLC
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Vermillion & White Wealth Management Group LLC
PA 0.2
Paul J Glashofer Enterprises Inc
MD 0.2
J Team Financial Inc
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