Henry H. Armstrong Associates, Inc.
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 105510
- Registered since
- July 29, 1983
- Website
- henryarmstrong.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.12%
- Charitable Organizations0.96%
- Individuals0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Henry H. Armstrong Associates, Inc. is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1983. The firm is owned by an individual and serves primarily individual and family clients, charging fees as a percentage of assets under management. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm reports a clear equity orientation: Exchange-traded equities represent its primary asset exposure. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Henry H. Armstrong Associates received a CNBC Top 100 Financial Advisory Firms accolade for 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities88%
- Cash & Cash Equivalents7%
- US Government Bonds3%
- Public Funds/Mutual Funds1%
- Private Funds1%
Contacts
3 of 3
James Armstrong
PresidentCRD 4365995
Peter Eberhart
Advisor, Managing DirectorCRD 5736248
Adam Scholl
Senior Vice PresidentCRD 4446122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$7M in ETFs
100%
$7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.5M | 4,741 | 50.29% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 1 Gtwy Ctr Ft Duquesne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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