DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Almanack Investment Partners
Legal name Almanack Investment Partners, LLC
Latest filing Jul 27, 2026
First filing on the tape Jan 15, 2016 · 70 filings
SEC status approved since Feb 12, 2016
RAUM
$946M
reported, Item 5.F
Discretionary
81%
of RAUM
Private clients
75%
$706M individuals and HNW
Advisors
14
registered through the firm on IAPD
RAUM per advisor
$67.6M
derived; firm RAUM over IAPD count
Employees
24
13 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
5
reported on Schedule D
History
70 filings and snapshots on the tape
RAUM$946M as of Jul 27, 2026
Mar 31, 2017$425M then
HNW client RAUM$634M as of Jul 27, 2026
Mar 31, 2018$320M then
State-registered IARs (5.B.3)13 as of Jul 27, 2026
Mar 31, 20177 then
Employees (5.A)24 as of Jul 27, 2026
Mar 31, 201713 then
Private funds5 as of Jul 27, 2026
Mar 31, 20181 then
RAUM +22% over the last fiscal year+7.0% a year over threeIARs 13 to 13offices 5 to 3
Practice profile
derived from the filing of Jul 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $67.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.6MderivedHNW RAUM over HNW clients
- Average account
- $556,385derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 81%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.5derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.5%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $295M, 191 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$634M67%
- Corporations and businesses$172M18%
- Individuals$71.8M7.6%
- Pooled investment vehicles$59.8M6.3%
- Charitable organizations$7.8M0.8%
- Individual clients
- 272reported
- HNW clients
- 114reported
- Pension plan clients
- n/areported
- Charitable clients
- 20reported
- Accounts
- 1,700reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- $0 sponsored, $38.1M managedreported
- Custody of client assets
- $295M for 191 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.75 fund_share=0.06 institutional_share=0.01 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
14 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Scott PulsiferCertified Financial Planner, Chartered Financial Analyst | Newtown Square, Pa | Mar 31, 2016 | 31 y | 5 |
| Kevin Raymond Harper | Newtown Square, Pa | Apr 1, 2016 | 17 y | 8 |
| Eugene William StoneChartered Financial Analyst | Prospect, Ky | Aug 24, 2020 | 31 y | 1 |
| Robert Todd Valleau | Wayne, Pa | Nov 2, 2020 | 17 y | 3 |
| Brendan M Gilmore | Wayne, Pa | Nov 4, 2020 | 17 y | 3 |
| Eric James Viavattene | Scottsdale, Az | Dec 22, 2020 | 19 y | 5 |
| Michael N De Quevedo | Newtown Square, Pa | Jul 16, 2021 | 35 y | 6 |
| Austen Michael Delahaye | Baton Rouge, La | Nov 18, 2022 | 17 y | 2 |
| Athanasios Tsirukis | Newtown Square, Pa | Jun 2, 2023 | 15 y | 0 |
| Donna M Teets | Newtown Square, Pa | Apr 2, 2024 | 26 y | 4 |
| Erich William YostChartered Financial Analyst | Newtown Square, Pa | Jul 22, 2024 | 15 y | 2 |
| Michael David Young | Newtown Square, Pa | Apr 30, 2026 | 10 y | 3 |
| Samuel Clay Bridgers | Medford, Nj | Apr 30, 2026 | 42 y | 3 |
| William Sapp MerrikenChartered Financial Consultant | Medford, Nj | Jun 23, 2026 | 44 y | 5 |
Advisor movement
1 left, 3 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 7.1% of current headcount4 left over 36 months
Left, latest
- H Clark Gaines Jr to Ethos Financial Group, LLCDec 5, 2025 · RIA to RIA
- Christopher Glynn Yoder to Ethos Financial Group, LLCDec 6, 2024 · RIA to RIA
- Kyle Phillip Stuckey to Ethos Financial Group, LLCDec 6, 2024 · RIA to RIA
- Michael Dennis Malone to Ethos Financial Group, LLCDec 7, 2023 · RIA to RIA
- Seth Eli Bittner to Ethos Financial Group, LLCSep 8, 2023 · RIA to RIA
- Joshua D Paletta to Whitaker-Myers Wealth Managers, Ltd.Apr 5, 2023 · RIA to RIA
- Arthur Richard Eglington to Niche Investment Advisors LLCMar 31, 2023 · RIA to a newly registered adviser
- Bard Daniel Malovany to Aspect Partners, LLCDec 31, 2022 · RIA to a newly registered adviser
- Benjamin Thomas Seamans to Aspect Partners, LLCNov 28, 2022 · RIA to a newly registered adviser
- Lindsey Andrea Vardi to Aspect Partners, LLCNov 28, 2022 · RIA to a newly registered adviser
- Tyler Shawn Mcardle to Aspect Partners, LLCNov 28, 2022 · RIA to a newly registered adviser
- James Adam Gonnason to Arc Capital Management LLCOct 3, 2022 · Other
- William Lowry Lane to Ethos Financial Group, LLCAug 26, 2022 · RIA to a newly registered adviser
- Jeffrey Paul Wrabel to Ethos Financial Group, LLCAug 26, 2022 · RIA to RIA
- Dustin Scott Dowling to Ethos Financial Group, LLCAug 26, 2022 · RIA to a newly registered adviser
Joined, latest
- William Sapp Merriken from Redwood Wealth Management Group, LLCJun 23, 2026 · RIA to RIA
- Michael David Young from Redwood Wealth Management Group, LLCApr 30, 2026 · RIA to RIA
- Samuel Clay Bridgers from Redwood Wealth Management Group, LLCApr 30, 2026 · RIA to RIA
- Erich William Yost from SavvyJul 22, 2024 · RIA to RIA
- Donna M Teets from Osaic Fa, Inc.Apr 2, 2024 · Affiliated broker-dealer or bank to independent RIA
- Eric James Viavattene from Dobbins Wealth Management, PllcFeb 29, 2024 · Other
- Austen Michael Delahaye from Planning For Wealth, LLCNov 18, 2022 · Other
- James Adam Gonnason from Auerbach Investment Services, LLCAug 25, 2021 · RIA to RIA
- Christopher Glynn Yoder from Jfs Wealth Advisors, LLCAug 13, 2021 · RIA to RIA
- Joshua D Paletta from Huntington Financial AdvisorsAug 13, 2021 · Affiliated broker-dealer or bank to independent RIA
- Kyle Phillip Stuckey from Jfs Wealth Advisors, LLCAug 13, 2021 · RIA to RIA
- Michael N De Quevedo from Bfc Planning, Inc.Jul 16, 2021 · Affiliated broker-dealer or bank to independent RIA
- Michael Dennis Malone from Mercap Advisors, Inc.Nov 5, 2020 · Other
- Brendan M Gilmore from Mercap Advisors, Inc.Nov 4, 2020 · Other
- Robert Todd Valleau from Mercap Advisors, Inc.Nov 2, 2020 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Ethos Financial Group, LLCDec 6, 2024 · Lancaster, Pa
- 3 left for Aspect Partners, LLCNov 28, 2022 · Fairfax, Va
- 7 left for Ethos Financial Group, LLCAug 26, 2022 · Newtown Square, Pa
- 2 left for Ethos Financial Group, LLCJul 8, 2022 · Newtown Square, Pa
- 3 joined from Redwood Wealth Management Group, LLCMay 13, 2026 · Medford, Nj · Firm absorbed
- 2 joined from Jfs Wealth Advisors, LLCAug 13, 2021 · Camp Hill, Pa
- 2 joined from Mercap Advisors, Inc.Nov 3, 2020 · Paoli, Pa
- 4 joined from Osaic Fa, Inc.Jul 24, 2020 · Fairfax, Va
- 2 joined from Wells Fargo AdvisorsFeb 19, 2019 · Radnor, Pa
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Almanack Alpha Fund, LP | Hedge Fund | $29.5M | 30 | Jan 15, 2016 |
| Almanack Opportunities Fund LP - Series 3 | $17.6M | 47 | Jul 27, 2026 | |
| Almanack Opportunities Fund LP - Series 2 | $8.6M | 15 | Jul 27, 2026 | |
| Almanack Opportunities Fund LP - Series 5 | $3.8M | 51 | Jul 27, 2026 | |
| Almanack Opportunities Fund LP - Series 1 | $370,515 | 12 | Jul 27, 2026 |
Owners and control persons
Schedule A and B, latest filing
- Raymond Kevin Harper · Executive Officercontrolsince 12/2016 · owns less than 5%
- Ann Megen Hemdal · Chief Compliance Officer & Chief Operating Officercontrolsince 07/2023 · owns less than 5%
- Raymond Kevin Harper · Ownercontrolsince 08/2016 · owns 75% or more of Gadsden Group Holdings, LLC
Entity owners
- Gadsden Group Holdings, LLC · Owner Officerdirect · owns 75% or more
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Newtown Square, Pa · principal | 12 | 3 | 0 | ||
| Medford, Nj | 3 | 3 | 0 | ||
| Wayne, Pa | 2 | 0 | 0 | ||
| Camp Hill, Pa | 0 | 0 | 0 | ||
| Charleston, Sc | 0 | 0 | 1 | ||
| Lancaster, Pa | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Baton Rouge, LA1 employees
- Charleston, SC1 employees
- Etobicoke, Canada1 employees
- Scottsdale, AZ1 employees
- , 1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 27, 2026HEMDAL, MEGEN, ANN (CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER) left Schedule A between the filings of 2023-08-11 and 2026-07-27peers: independent wealth managers, $500M to $1B (1,483)
- office count dropChange between filings · filing Apr 30, 2026offices other than the principal office (Item 1.F.5) moved from 5.0 to 3.0 (-40.0%) between the annual amendments of 2025-04-25 and 2026-04-30; the peer median change was 0.0% (233 comparable advisers, 4.0th percentile of changes)peers: independent wealth managers, $500M to $1B (233) · 4.3% percentile
- private fund count surgeChange between filings · filing Apr 30, 2026private funds (Schedule D 7.B.1) moved from 3.0 to 5.0 (+67.0%) between the annual amendments of 2025-04-25 and 2026-04-30; the peer median change was 0.0% (72 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $500M to $1B (72) · 97% percentile
What changed
consecutive filings, newest first
- HQ city · WAYNE to NEWTOWN SQUAREApr 30, 2026 to Jul 27, 2026
- Advisory employees · 11 to 13Mar 30, 2026 to Apr 30, 2026
- BD registered reps · 0 to 2Mar 30, 2026 to Apr 30, 2026
- Employees · 20 to 24Mar 30, 2026 to Apr 30, 2026
- State-registered IARs · 11 to 13Mar 30, 2026 to Apr 30, 2026
- Other offices · 2 to 3Mar 30, 2026 to Apr 30, 2026
- Wrap assets (manager) · unset to 38140466.0Mar 30, 2026 to Apr 30, 2026
- Wrap assets (sponsor) · unset to 0.0Mar 30, 2026 to Apr 30, 2026
- Accounts · 1,481 to 1,700Jan 22, 2026 to Mar 30, 2026
- Charity clients · 17 to 20Jan 22, 2026 to Mar 30, 2026
- Corporate clients · 16 to 15Jan 22, 2026 to Mar 30, 2026
- HNW clients · 102 to 114Jan 22, 2026 to Mar 30, 2026
- Individual clients · 271 to 272Jan 22, 2026 to Mar 30, 2026
- Pooled vehicle clients · 3 to 5Jan 22, 2026 to Mar 30, 2026
- Assets in custody · $248M to $295MJan 22, 2026 to Mar 30, 2026
- Other offices · 3 to 2Jan 22, 2026 to Mar 30, 2026
- Private funds · 3 to 5Jan 22, 2026 to Mar 30, 2026
- Discretionary RAUM · $700M to $769MJan 22, 2026 to Mar 30, 2026
- HNW RAUM · $477M to $634MJan 22, 2026 to Mar 30, 2026
- Individual RAUM · $67.3M to $71.8MJan 22, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $73.0M to $177MJan 22, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $37.6M to $59.8MJan 22, 2026 to Mar 30, 2026
- RAUM · $773M to $946MJan 22, 2026 to Mar 30, 2026
- Advisory employees · 13 to 11Jul 9, 2025 to Oct 22, 2025
- Employees · 22 to 20Jul 9, 2025 to Oct 22, 2025
- State-registered IARs · 13 to 11Jul 9, 2025 to Oct 22, 2025
- Other offices · 5 to 3Jul 9, 2025 to Oct 22, 2025
- Employees · 21 to 22Apr 25, 2025 to Jul 9, 2025
- Financial planning clients · 26-50 to 26-50Apr 25, 2025 to Jul 9, 2025
- Accounts · 2,044 to 1,481Dec 6, 2024 to Apr 25, 2025
- Charity clients · 22 to 17Dec 6, 2024 to Apr 25, 2025
- Corporate clients · 17 to 16Dec 6, 2024 to Apr 25, 2025
- HNW clients · 187 to 102Dec 6, 2024 to Apr 25, 2025
- Individual clients · 353 to 271Dec 6, 2024 to Apr 25, 2025
- Pooled vehicle clients · 1 to 3Dec 6, 2024 to Apr 25, 2025
- Assets in custody · $285M to $248MDec 6, 2024 to Apr 25, 2025
- Employees · 22 to 21Dec 6, 2024 to Apr 25, 2025
- Private funds · 1 to 3Dec 6, 2024 to Apr 25, 2025
- Discretionary RAUM · $755M to $700MDec 6, 2024 to Apr 25, 2025
- HNW RAUM · $408M to $477MDec 6, 2024 to Apr 25, 2025
Signals
36 dated events
- Redwood Wealth Management Group, LLC's advisors moved to Almanack Investment Partners (Medford, NJ): 3 of 3 registered, on the same dayMay 13, 2026 · Firm absorbed (people side) · derived
- H Clark Gaines Jr left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2026-01-06)Dec 5, 2025 · Advisor changed firm · fact
- 2 advisors left Almanack Investment Partners (Lancaster, PA) for Ethos Financial Group, LLC on the same dayDec 6, 2024 · Team lift-out · derived
- Christopher Glynn Yoder left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2024-12-06)Dec 6, 2024 · Advisor changed firm · fact
- Kyle Phillip Stuckey left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2024-12-06)Dec 6, 2024 · Advisor changed firm · fact
- Michael Dennis Malone left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2023-12-07)Dec 7, 2023 · Advisor changed firm · fact
- Seth Eli Bittner left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2023-09-07)Sep 8, 2023 · Advisor changed firm · fact
- Samuel Tait (Chief Operations Officer) no longer on Schedule A of Almanack Investment Partners (listed 2023-07-14, absent 2023-08-11)Aug 11, 2023 · Control person left · inference
- Joshua D Paletta left Almanack Investment Partners for Whitaker-Myers Wealth Managers, Ltd. (registered 2023-04-03)Apr 5, 2023 · Advisor changed firm · fact
- Arthur Richard Eglington left Almanack Investment Partners for Niche Investment Advisors Llc (registered 2023-01-10)Mar 31, 2023 · Advisor changed firm · fact
- Bard Daniel Malovany left Almanack Investment Partners for Aspect Partners, Llc (registered 2022-11-07)Dec 31, 2022 · Advisor changed firm · fact
- Lindsey Andrea Vardi left Almanack Investment Partners for Aspect Partners, Llc (registered 2022-11-28)Nov 28, 2022 · Advisor changed firm · fact
- Tyler Shawn Mcardle left Almanack Investment Partners for Aspect Partners, Llc (registered 2022-11-28)Nov 28, 2022 · Advisor changed firm · fact
- 3 advisors left Almanack Investment Partners (Fairfax, VA) for Aspect Partners, LLC on the same dayNov 28, 2022 · Team lift-out · derived
- Benjamin Thomas Seamans left Almanack Investment Partners for Aspect Partners, Llc (registered 2022-11-28)Nov 28, 2022 · Advisor changed firm · fact
- Samuel Tait (Chief Operations Officer) appeared on Schedule A of Almanack Investment PartnersNov 15, 2022 · Control person joined · fact
- Almanack Investment Partners reported RAUM $937.6M, down 49% from $1.8B (2022-07-15 to 2022-10-11)Oct 11, 2022 · RAUM change · derived
- James Adam Gonnason left Almanack Investment Partners for Arc Capital Management Llc (registered 2022-10-26)Oct 3, 2022 · Advisor changed firm · fact
- William Lowry Lane left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-08-28)Aug 26, 2022 · Advisor changed firm · fact
- Alexander Haab Nikpour left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-08-28)Aug 26, 2022 · Advisor changed firm · fact
- Jamie Michelle Stapf left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-08-28)Aug 26, 2022 · Advisor changed firm · fact
- Jeffrey Paul Wrabel left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-10-04)Aug 26, 2022 · Advisor changed firm · fact
- Dustin Scott Dowling left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-08-29)Aug 26, 2022 · Advisor changed firm · fact
- Michael Charles Mcconahy left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-08-28)Aug 26, 2022 · Advisor changed firm · fact
- Dania Fitzgerald Tanguis left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-08-30)Aug 26, 2022 · Advisor changed firm · fact
- 7 advisors left Almanack Investment Partners (Newtown Square, PA) for Ethos Financial Group, LLC on the same dayAug 26, 2022 · Team lift-out · derived
- Robert J Bagonis left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-07-22)Jul 12, 2022 · Advisor changed firm · fact
- Jacob Wade Stull left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-07-22)Jul 8, 2022 · Advisor changed firm · fact
- 2 advisors left Almanack Investment Partners (Newtown Square, PA) for Ethos Financial Group, LLC within 4 daysJul 8, 2022 · Team lift-out · derived
- Daniel Cook Guy left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-07-08)Jun 17, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- Almanack Investment Partners · Independent Sponsorsshared crd · capital_provider
- Almanack Investment Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 480-454-6644reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/JUNTOWEALTHreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/redwoodwmg/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- phxwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 484-580-2277reportedpublic record, Form ADV, Jul 27, 2026
- Contact form
- phxwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $67.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026