Kevin Harper has been Executive Officer of Almanack Investment Partners since December 2016, is a control person of the firm and directly owns under 5% of it. Kevin Harper holds a Bachelor's degree from The Wharton School of the University of Pennsylvania and an MBA from The Wharton School of the University of Pennsylvania.
Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.
Kevin Harper is Founder and Chief Investment Officer of Almanack Investment Partners and a member of the firm's executive leadership team. He is responsible for the development and implementation of Almanack's investment strategy, oversight of portfolio construction, and the design of the firm's research infrastructure. Before founding Almanack, he spent nine years working for and investing on behalf of Ivy League endowments.
Kevin Harper’s longest registration is the current one, 10 years at Almanack Investment Partners since 2016. Before joining Almanack Investment Partners in 2016, Kevin Harper was registered through Spire Wealth Management, LLC and Almanack Strategies I, LLC.
- Gadsden– · under a yearWayne, PA · Adviser representative · Firm CRD 291195
- Almanack Investment PartnersCurrent– present · 10 yearsNewtown Square, PA · Adviser representative · Firm CRD 282428
- Spire Wealth Management, LLC– · under a yearNarberth, PA · Adviser representative · Firm CRD 113908
- Almanack Strategies I, LLC– · under a yearWayne, PA · Adviser representative · Firm CRD 171591
- Almanack Strategies, LLC– · under a yearWayne, PA · Adviser representative · Firm CRD 169529
- Forefront Analytics, LLC– · 3 yearsW. Conshohocken, PA · Adviser representative · Firm CRD 153016
- Gkfo, LLC– · 3 yearsW. Conshohocken, PA · Adviser representative · Firm CRD 151138
- Pickwick Capital Advisors LLC– · 1 yearPhiladelphia, PA · Adviser representative · Firm CRD 139114
Investment adviser representative registrations
Kevin Harper is registered as an investment adviser representative in Pennsylvania, since April 2016.
- PennsylvaniaSince 1 April 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Raymond Harper
- CRD
- 5507287
- Firm
- Almanack Investment Partners · CRD 282428
- Role
- Executive Officer
- Office
- 3803 WEST CHESTER PIKE, SUITE 110, Newtown Square, PA 19073
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- almanackip.com
Where does Kevin Harper work?
Kevin Harper has been Executive Officer of Almanack Investment Partners, LLC since December 2016, and is a control person of the firm.
Is Kevin Harper a financial advisor?
Yes. Kevin Harper has a current investment-adviser registration in Pennsylvania, through Almanack Investment Partners since April 2016.
How many years of experience does Kevin Harper have?
Kevin Harper has 16 years in the financial industry, since May 2010, across 8 adviser firms.
What exams has Kevin Harper passed?
Kevin Harper passed the Series 65 in July 2009.
Where did Kevin Harper work before Almanack Investment Partners?
Before Almanack Investment Partners, Kevin Harper was registered through Spire Wealth Management, LLC, July 2015 to March 2016; Almanack Strategies I, LLC, July 2014 to March 2015; Almanack Strategies, LLC, December 2013 to March 2014; Forefront Analytics, LLC, August 2010 to October 2013; Gkfo, LLC, July 2010 to September 2013; Pickwick Capital Advisors LLC, July 2009 to December 2010.
Where is Kevin Harper based?
Kevin Harper’s registered office is in Newtown Square, PA.
Is Kevin Harper registered with FINRA?
No. Kevin Harper has no current broker registration.
How can I verify Kevin Harper’s record?
Search CRD 5507287 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Harper’s full registration record.