Kevin R. Harper

ALMANACK INVESTMENT PARTNERS

Wayne, PA 19087

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CRD#: 5507287

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/19/2009

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (18 States and Territories)

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 Accounts	1,481
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.

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Firm Stability Insights

Kevin R. Harper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GADSDEN

SPIRE WEALTH MANAGEMENT, LLC

ALMANACK STRATEGIES I, LLC

ALMANACK STRATEGIES I, LLC

ALMANACK STRATEGIES, LLC

FOREFRONT ANALYTICS, LLC

GKFO, LLC

PICKWICK CAPITAL ADVISORS, LLC

Primary Firm SEC Registration

ALMANACK INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2009

Current Firm

ALMANACK INVESTMENT PARTNERS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALMANACK INVESTMENT PARTNERS

TRUST BUT VERIFY

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