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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ALMANACK STRATEGIES I, LLC

CRD 171591

RESTON, 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:d5451b94-fa63-df2d-c757-e013d379e79a

Data as of Jan 12, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: May 28, 2014 to Jan 12, 2015
8 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $9.2MItem 5.F on the latest filing (2015-01-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.2M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Accounts: 16
SEC number: 801-79859
CRD: 171591
Filings on the tape: 8
First filed: May 28, 2014
Latest filed: Jan 12, 2015
Organised: Limited Liability Company, Delaware

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
ALMANACK GROUP HOLDINGS, LLC	SOLE MEMBER	E	yes	04/2014	May 28, 2014	Jan 12, 2015
CAVALLARO, ROBERT, ARTHUR	Member	C	yes	04/2014	May 28, 2014	Jan 12, 2015
CAVALLARO, ROBERT, ARTHUR	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	Na	yes	05/2014	May 28, 2014	Jan 12, 2015
HARPER, KEVIN, RAYMOND	Member	C	yes	04/2014	May 28, 2014	Jan 12, 2015
HARPER, KEVIN, RAYMOND	EXECUTIVE OFFICER, PORTFOLIO MANAGER	Na	yes	05/2014	May 28, 2014	Jan 12, 2015
MCKEOWN, SUZANNE, MARIE	CHIEF COMPLIANCE OFFICER	Na	yes	11/2014	Nov 25, 2014	Jan 12, 2015
SPIRE WEALTH MANAGEMENT, LLC	Member	C	yes	11/2014	Nov 25, 2014	Jan 12, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SPIRE WEALTH MANAGEMENT, LLC	n/a	Bd affiliated wealth	$4.5B	Y	yes	n/a
SPIRE INSURANCE AGENCY, LLC	n/a	n/a	n/a	N	yes	n/a
SPIRE SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Wayne	Pa	United States	n/a	no

Relationships

Affiliated with (1)

→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (5)

← MCKEOWN, SUZANNE, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 25, 2014 to presentfactForm ADV
← SPIRE WEALTH MANAGEMENT, LLCOwnerMEMBER, ownership code C, domestic entity
Nov 25, 2014 to presentfactForm ADV
← CAVALLARO, ROBERT, ARTHUROwnerMEMBER, ownership code C, individual
May 28, 2014 to presentfactForm ADV
← HARPER, KEVIN, RAYMONDOwnerMEMBER, ownership code C, individual
May 28, 2014 to presentfactForm ADV
← ALMANACK GROUP HOLDINGS, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
May 28, 2014 to presentfactForm ADV

Registered with (1)

← KEVIN RAYMOND HARPERAdvisorregistration: previous registration
Jan 9, 2015 to Mar 31, 2015factForm ADV

Dated events

Occurred
May 28, 2014
First Form ADV filing
Almanack Strategies I, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5451b94-fa63-df2d-c757-e013d379e79a
First observed: May 28, 2014
Last observed: Jan 12, 2015 142 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.

ALMANACK STRATEGIES I, LLC

CRD 171591

RESTON, 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:d5451b94-fa63-df2d-c757-e013d379e79a

Data as of Jan 12, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:18 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALMANACK GROUP HOLDINGS, LLC

SOLE MEMBER

yes

04/2014

May 28, 2014

Jan 12, 2015

CAVALLARO, ROBERT, ARTHUR

Member

yes

04/2014

May 28, 2014

Jan 12, 2015

CAVALLARO, ROBERT, ARTHUR

MANAGING PARTNER AND CHIEF INVESTMENT OFFICER

yes

05/2014

May 28, 2014

Jan 12, 2015

HARPER, KEVIN, RAYMOND

Member

yes

04/2014

May 28, 2014

Jan 12, 2015

HARPER, KEVIN, RAYMOND

EXECUTIVE OFFICER, PORTFOLIO MANAGER

yes

05/2014

May 28, 2014

Jan 12, 2015

MCKEOWN, SUZANNE, MARIE

CHIEF COMPLIANCE OFFICER

yes

11/2014

Nov 25, 2014

Jan 12, 2015

SPIRE WEALTH MANAGEMENT, LLC

Member

yes

11/2014

Nov 25, 2014

Jan 12, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SPIRE WEALTH MANAGEMENT, LLC

n/a

Bd affiliated wealth

$4.5B

yes

n/a

SPIRE INSURANCE AGENCY, LLC

n/a

yes

n/a

SPIRE SECURITIES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Wayne

United States

n/a