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Executive Officer · Almanack Investment Partners

Kevin R. Harper

CRD 5507287 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Almanack Investment Partners, an SEC-registered wealth manager based in Newtown Square, PA with $946 million in regulatory assets, lists Kevin R. Harper on its Form ADV as Executive Officer, a control person. The SEC filings also name Kevin at 1 other registered adviser.

Firms and roles

  • Almanack Investment PartnersExecutive OfficerWealth manager · Newtown Square, PA · $946M in regulatory assets
  • GadsdenPortfolio ManagerAsset manager · Newtown Square, PA · $162M in regulatory assets

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Megen A. HemdalChief Compliance Officer & Chief Operating Officer, Almanack Investment Partners

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.