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KH

Kevin R. Harper

ALMANACK INVESTMENT PARTNERS
Wayne, PA 19087
Some features on this profile are disabled
CRD#: 5507287
KH

Professional summary

Kevin Raymond Harper is a registered financial advisor currently at ALMANACK INVESTMENT PARTNERS located in Wayne, Pennsylvania.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kevin has worked at 8 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Raymond Harper's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 1, 2016 - Present

ALMANACK INVESTMENT PARTNERS

Office #1: 656 E Swedesford Road Suite 301, Wayne, PA 19087
RIA
CRD#: 282428
Wayne, PA
Past

April 13, 2019 - December 31, 2019

GADSDEN

RIA
CRD#: 291195
WAYNE, PA
Past

July 20, 2015 - March 31, 2016

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
NARBERTH, PA
Past

January 9, 2015 - March 31, 2015

ALMANACK STRATEGIES I, LLC

RIA
CRD#: 171591
WAYNE, PA
Past

July 21, 2014 - December 31, 2014

ALMANACK STRATEGIES I, LLC

RIA
CRD#: 171591
RESTON, VA
Past

December 6, 2013 - March 27, 2014

ALMANACK STRATEGIES, LLC

RIA
CRD#: 169529
WAYNE, PA
Past

August 23, 2010 - October 8, 2013

FOREFRONT ANALYTICS, LLC

RIA
CRD#: 153016
W. CONSHOHOCKEN, PA
Past

July 13, 2010 - September 26, 2013

GKFO, LLC

RIA
CRD#: 151138
W. CONSHOHOCKEN, PA
Past

July 20, 2009 - December 16, 2010

PICKWICK CAPITAL ADVISORS, LLC

RIA
CRD#: 139114
PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA
Registered Investment Advisory firm - (2/12/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(4/1/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/19/2009
Uniform Investment Adviser Law Examination

Current Firm

AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS

CRD#: 282428 / SEC#: 801-107186

RIA
Registered Investment Advisory firm - (2/12/2016 Approved)
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Contact information

Main Address
656 E Swedesford Road Suite 301, Wayne, PA 19087
Mailing Address
Phone number
(484) 580-2277
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALMANACK DISCLOSURE BROCHURE 03312022 (7/9/2025)

Regulatory assets under management

Total Number of Accounts1,481
AUM (Assets Under Management)$ 773,350,051

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALMANACK INVESTMENT PARTNERS

CRD#: 282428Wayne, PA 19087

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