Samuel Sweitzer
Anson Analytics · Tyrone, Georgia
Samuel Sweitzer is a fee-only financial advisor at Anson Analytics in Tyrone, Georgia, who holds the CFA credential. Samuel focuses on estate & legacy planning, tax planning and sustainable & impact investing. Anson Analytics reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Anson Analytics |
|---|---|
| Based in | Tyrone, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $242.2M across 445 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 4747164 |
| Exams passed | Series 65 (2003) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.ansoncap.com |
| Profile |
How Samuel's firm compares
- Anson Analytics's average account is about $544,000, from its Form ADV (assets managed divided by 445 accounts).
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Questions about Samuel
Is Samuel Sweitzer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Anson Analytics reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Anson Analytics, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Samuel Sweitzer based?
Samuel Sweitzer is based in Tyrone, Georgia.
What does Samuel specialize in?
Samuel's specialties include estate & legacy planning, tax planning and sustainable & impact investing.
What credentials does Samuel Sweitzer hold?
Samuel Sweitzer holds the CFA credential.
Is Samuel Sweitzer registered with the SEC?
Yes. Samuel Sweitzer is registered as an investment adviser representative in GA (CRD 4747164), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anson Analytics manage?
Anson Analytics reports $242.2M across 445 accounts in assets under management.
How do I contact Samuel Sweitzer?
Through Samuel's website, www.ansoncap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Anson Analytics website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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