Armstrong, Fleming & Moore, Inc.
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 107347
- Registered since
- June 26, 1991
- Website
- afmfa.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI91.61%
- Individuals6.91%
- Charitable Organizations0.97%
- Pension & Profit Sharing Plans0.38%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Armstrong, Fleming & Moore, Inc. is an independent, SEC-registered registered investment adviser first registered in 1991 and owned by an individual. The firm serves both individuals and families as well as institutional clients and offers a mix of fee arrangements (percentage of AUM, fixed fees) and commission-based services. Core advisory capabilities highlighted in filings include financial planning, portfolio management for individuals and small businesses, pension consulting, and investor education through publications and seminars. The firm does not identify as an active ESG investor. Public recognition in recent years includes placement on Forbes’ lists of top RIA firms in 2023 and 2024, and a Citywire mention on its "50 Growers Across America" list in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents7%
Contacts
3 of 11
Joshua Kaplan
Senior ParaplannerCRD 7279067

Alexandra Armstrong
FounderCRD 362444

Mary Moore
PrincipalCRD 4524628
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$154M in ETFs
5%
$7.7M
89%
$146M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU) | American Funds | Active | Foreign Large Growth | $25.6M | 867,419 | 16.60% |
Location
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 1800 M St Nw
- Time zone
- ET (UTC-5)
- Office locations
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