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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-12-2016
- Office Locations
- 6
Office Locations
About Almanack Investment Partners
Almanack Investment Partners is a wealth management and advisory firm serving individuals, independent advisors, family offices, and institutional investors. The team builds risk-managed model portfolios and customized allocations with benchmarking, dynamic rebalancing, and a focus on efficient, tax-aware implementation. They also provide portfolio analytics, compliance and back-office support, plus investor education and market commentary, and offer private fund options for qualified investors seeking alternatives.
Reported data analysis
What the numbers show
Between October 22, 2025 and July 27, 2026, reported AUM increased 22.3%, from $773.4M to $945.9M.
Across 5 reported observations, AUM increased 0.9% between December 13, 2022 and July 27, 2026, from $937.6M to $945.9M.
Of the latest reported AUM, 81.3% is discretionary and 18.7% is non-discretionary.
The firm reports 13 advisory representatives and 427 clients, or 32.8 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 6 reported office locations and 10 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
KEVIN RAYMOND HARPER
PORTFOLIO MANAGER
- CRD
- #5507287
- Ownership
- Less than 5%
MEGEN ANN HEMDAL
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5603503
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SAMUEL CLAY BRIDGERS III
Chief Compliance Officer, Managing Member
- CRD
- #1243406
MICHAEL N DE QUEVEDO
Financial Advisor
- CRD
- #2134497
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $769,084,663 | $486,147 |
| Non-Discretionary | $176,770,521 | $1,498,055 |
| Total | $945,855,184 | $556,385 |
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Separately Managed Accounts
SMA allocation detail is available
Almanack Investment Partners has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Almanack Investment Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.