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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ASPECT PARTNERS, LLC

CRD 307273

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:23edacfe-ea92-36af-5ff1-8203015211bc

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Oct 7, 2022 to Apr 28, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $418MItem 5.F on the latest filing (2026-04-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $412M
Private client RAUM: $397MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $83.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 973
Individual clients: 154
High net worth clients: 126
Custody, client assets: $88.5M
SEC number: 801-126851
CRD: 307273
Filings on the tape: 10
First filed: Oct 7, 2022
Latest filed: Apr 28, 2026
Organised: Limited Liability Company, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BARD DANIEL MALOVANY	Certified Financial Planner	FAIRFAX, VA	3	30	3	yes
BENJAMIN THOMAS SEAMANS	n/a	FAIRFAX, VA	3	26	2	yes
LINDSEY ANDREA VARDI	n/a	FAIRFAX, VA	3	15	5	yes
Tyler Shawn McArdle	n/a	CHARLESTON, SC \| FAIRFAX, VA	3	13	2	yes
John Shanley	n/a	FAIRFAX, VA	3	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MALOVANY, BARD, DANIEL	OWNER & PRINCIPAL	E	yes	11/2022	Oct 7, 2022	Apr 4, 2024
VARDI, LINDSEY, ANDREA	CHIEF COMPLIANCE OFFICER	Na	yes	11/2022	Oct 7, 2022	Apr 4, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$418M	$412M	8	5	1	n/a	n/a
2024	Mar 12, 2025	$352M	$348M	8	5	1	n/a	n/a
2023	Mar 26, 2024	$302M	$281M	8	6	1	n/a	n/a
2022	Feb 13, 2023	$292M	$274M	8	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$418M	$352M	18.8%	$292M	12.8%	8	8	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALMANACK INVESTMENT PARTNERS	3	Nov 28, 2022	Nov 28, 2022	FAIRFAX, VA	Team lift out	RIA to new firm	16.7%

Relationships

Registered with (5)

← John ShanleyAdvisorregistration: current employment
Apr 6, 2023 to presentfactForm ADV
← BENJAMIN THOMAS SEAMANSAdvisorregistration: current employment
Nov 28, 2022 to presentfactForm ADV
← LINDSEY ANDREA VARDIAdvisorregistration: current employment
Nov 28, 2022 to presentfactForm ADV
← Tyler Shawn McArdleAdvisorregistration: current employment
Nov 28, 2022 to presentfactForm ADV
← BARD DANIEL MALOVANYAdvisorregistration: current employment
Nov 7, 2022 to presentfactForm ADV

Controls (2)

← MALOVANY, BARD, DANIELOwnerOWNER & PRINCIPAL, ownership code E, individual
Oct 7, 2022 to Apr 4, 2024factForm ADV
← VARDI, LINDSEY, ANDREAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 7, 2022 to Apr 4, 2024factForm ADV

Moved with (1)

← ALMANACK INVESTMENT PARTNERSRegistered adviser3 advisors, team lift out, same day
Nov 28, 2022 to Nov 28, 2022factForm ADV

Dated events

Occurred
Nov 28, 2022
Team lift-out
3 advisors left Almanack Investment Partners (Fairfax, VA) for Aspect Partners, LLC on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Oct 7, 2022
First Form ADV filing
Aspect Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:23edacfe-ea92-36af-5ff1-8203015211bc
First observed: Oct 7, 2022
Last observed: Apr 28, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ASPECT PARTNERS, LLC

CRD 307273

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:23edacfe-ea92-36af-5ff1-8203015211bc

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:36 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BARD DANIEL MALOVANY

Certified Financial Planner

FAIRFAX, VA

yes

BENJAMIN THOMAS SEAMANS

n/a

FAIRFAX, VA

yes

LINDSEY ANDREA VARDI

n/a

FAIRFAX, VA

yes

Tyler Shawn McArdle

n/a

CHARLESTON, SC | FAIRFAX, VA

yes

John Shanley

n/a

FAIRFAX, VA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MALOVANY, BARD, DANIEL

OWNER & PRINCIPAL

yes

11/2022

Oct 7, 2022

Apr 4, 2024

VARDI, LINDSEY, ANDREA

CHIEF COMPLIANCE OFFICER

yes

11/2022

Oct 7, 2022

Apr 4, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$418M

$412M

n/a

2024

Mar 12, 2025

$352M

$348M

n/a

2023

Mar 26, 2024

$302M

$281M

n/a

2022

Feb 13, 2023

$292M

$274M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$418M

$352M

18.8%

$292M

12.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALMANACK INVESTMENT PARTNERS

Nov 28, 2022

FAIRFAX, VA

Team lift out

RIA to new firm

16.7%