Almanack Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 5 private funds.
Almanack Investment Partners reports 426 clients. They include 272 individual clients, 114 high-net-worth individuals and 20 charitable organizations. Of its assets, 81.3% ($769M across 1,582 accounts) are managed with discretion; $177M across 118 accounts are not. A wrap fee program the firm both sponsors and manages holds $38.1M. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 8% |
| High-net-worth individuals | 27% | 67% |
| Pooled investment vehicles | 1% | 6% |
| Charitable organizations | 5% | <1% |
| Corporations and other businesses | 4% | 18% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 272 | $71.8M | 7.6% | $264K |
| High-net-worth individuals | 114 | $634M | 67.1% | $5.56M |
| Pooled investment vehicles | 5 | $59.8M | 6.3% | $12M |
| Charitable organizations | 20 | $7.77M | 0.8% | $388K |
| Corporations and other businesses | 15 | $172M | 18.2% | $11.5M |
| Total | 426 | $946M | 100% | $2.22M |
- Clients
- 272
- Regulatory AUM
- $71.8M
- AUM share
- 7.6%
- Avg. per client
- $264K
- Clients
- 114
- Regulatory AUM
- $634M
- AUM share
- 67.1%
- Avg. per client
- $5.56M
- Clients
- 5
- Regulatory AUM
- $59.8M
- AUM share
- 6.3%
- Avg. per client
- $12M
- Clients
- 20
- Regulatory AUM
- $7.77M
- AUM share
- 0.8%
- Avg. per client
- $388K
- Clients
- 15
- Regulatory AUM
- $172M
- AUM share
- 18.2%
- Avg. per client
- $11.5M
Total
- Clients
- 426
- Regulatory AUM
- $946M
- AUM share
- 100%
- Avg. per client
- $2.22M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 5
- Financial planning clients last fiscal year
- 26–50
Almanack Investment Partners charges 0.05%–2.50% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Stand-alone financial planning, when requested, is outlined in a separate financial planning agreement, with fees separate from investment management fees.
- Investment consulting
- Investment consulting is a fixed fee or fixed rate, negotiable, generally from $10,000 to $250,000, billed one time, quarterly or annually.
Gadsden Group Holdings, LLC owns 75% or more of Almanack Investment Partners and is in turn owned by Kevin Harper (75% or more). The leadership team of Almanack Investment Partners includes Chief Operating Officer Megen Hemdal. It has 24 employees, 13 of them in advisory roles.
Staff
- 24 employees
- 13 in advisory functions
- 13 state-registered reps
- 2 broker-dealer reps
- 7 insurance agents
- 3 soliciting firms
- Owns 75% or more of Almanack Investment Partners, LLC
Gadsden Group Holdings, LLC
Control person · since November 2016
- Owns 75% or more of Gadsden Group Holdings, LLC
Kevin Harper
Control person · since August 2016
Almanack Investment Partners’ regulatory assets fell from $1.52B (July 2021) to $946M (July 2026); clients fell from 1,404 to 426 and employees from 33 to 24. In 2018, Peters Wealth Advisors joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $946M | 426 | 24 | 4 |
| Jul 2025July 2025 | $773M | 409 | 22 | 6 |
| Jul 2024July 2024 | $802M | 580 | 22 | 8 |
| Jul 2023July 2023 | $772M | 697 | 19 | 5 |
| Jul 2022July 2022 | $1.85B | 1,735 | 41 | 7 |
| Jul 2021July 2021 | $1.52B | 1,404 | 33 | 6 |
Firms that joined
20181 joined
- Peters Wealth AdvisorsNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Almanack Investment Partners has 3 offices, with 4 listed addresses across 4 states.
Arizona · 1 listed address
- 15051 N. Kierland BLVD, Scottsdale
Louisiana · 1 listed address
- 383 Highlandia Drive, Baton Rouge
New Jersey · 1 listed address
- 400 Stokes Road, Medford
Pennsylvania · 1 listed address
- 3803 West Chester Pike, Suite 110, Newtown SquareHQ
Other business names
Almanack Investment Partners has reported 4 other business names to the SEC.
- Junto Wealth, LLC
- Phoenix Wealth Management PLLC
- Redwood Wealth Management Group, LLC
- White Knight Capital
Contact and registration details
- Legal name
- Almanack Investment Partners, LLC
- Headquarters
- 3803 West Chester Pike, Suite 110, Newtown Square, PA 19073
- Website
- almanackip.com
- Phone
- 484-580-2277
- SEC file
- 801-107186
- Structure
- Delaware LLC
- Fiscal year end
- December
Almanack Investment Partners’ named custodians for separately managed accounts are Charles Schwab ($614M, 80%) and Fidelity ($149M, 20%). Almanack Investment Partners has custody of $295M for 191 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $614M80%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $149M20%
At year end, Almanack Investment Partners’ separately managed accounts were mostly in funds (73%) and stocks (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $785M across 321 positions; the largest are EA Series Trust (24.4%), Verizon Communications Inc. (5.1%) and ETFS Gold TR (5.1%).
What the accounts hold
- Stocks21%
- Funds73%
- Registered funds69%
- Pooled vehicles4%
- Bonds3%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash2%
- Other1%
- Derivatives1%
How many clients does Almanack Investment Partners have?
Almanack Investment Partners has 426 clients and manages $946 million for them, as of July 2026. They include 272 individual clients, 114 high-net-worth individuals and 20 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026
What services does Almanack Investment Partners offer?
Almanack Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Almanack Investment Partners charge?
Almanack Investment Partners charges 0.05%–2.50% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable.
Which custodians does Almanack Investment Partners use?
Almanack Investment Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $614M and Fidelity Brokerage Services LLC (Smithfield, RI), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026
How many financial advisors does Almanack Investment Partners have?
Almanack Investment Partners has 13 investment adviser representatives registered with state securities authorities, out of 24 employees, and 13 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Almanack Investment Partners invest in?
At the end of its last fiscal year, Almanack Investment Partners’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 4% pooled vehicles (private funds and similar), 2% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% derivatives. It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Almanack Investment Partners?
Almanack Investment Partners is owned through a holding company by Kevin Harper. Its direct owner is Gadsden Group Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 July 2026
How does Almanack Investment Partners get paid?
Almanack Investment Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Almanack Investment Partners?
Almanack Investment Partners’ main office is at 3803 West Chester Pike, Suite 110, Newtown Square, PA 19073. Its phone number is 484-580-2277. Its website is almanackip.com.
