Armstrong, Fleming & Moore, Inc.

RIASEC RegisteredEst. 1991
Total AUM
$1.3B
Discretionary
$1.3B
99% of AUM
Avg account
$691K
Accounts
1,841
Employees
27
Advisory reps
11

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Exchange Traded Equities 10%, Cash & Cash Equivalents 7%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents7%

Contacts

3 of 11
  • Joshua Kaplan

    Joshua Kaplan

    Senior ParaplannerCRD 7279067

  • Alexandra Armstrong

    Alexandra Armstrong

    FounderCRD 362444

  • Mary Moore

    Mary Moore

    PrincipalCRD 4524628

Unlock 8 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 42

Active vs passive

$154M in ETFs

Passive

5%

$7.7M

Active

89%

$146M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU)American FundsActiveForeign Large Growth$25.6M867,41916.60%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth