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Almanack Strategies I, LLC (Reston)


Almanack Strategies I, LLC is a related adviser based in Reston. It manages $9.2 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Pennsylvania and Virginia.

Almanack Strategies I provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Almanack Strategies I: assets under management

The assets under management (AUM) of Almanack Strategies I, LLC is $9.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 441% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $575 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Almanack Strategies I, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Kevin Raymond Harper Member 1 Apr 2014 25% - 50% 5507287
Robert Arthur Cavallaro Member 1 Apr 2014 25% - 50% 2755893
Llc Spire Wealth Management Member 1 Nov 2014 25% - 50% 113908

Based in Reston

The principal office where Almanack Strategies I, LLC performs its advisory services is located at 1840 Michael Faraday Dr., Reston, VA 20190, which is also the mailing address of the firm. An additional office of the firm is in Wayne, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-657-6060 or by fax 703-748-1372. The normal business hours are 8:30-5:30 on Monday - Friday.


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