Armstrong Dixon

RIASEC RegisteredEst. 2015
Total AUM
$448M
Discretionary
$446M
100% of AUM
Avg account
$468K
Accounts
957
Employees
9
Advisory reps
6

Firm details

Headquarters
Baltimore, Maryland
CRD number
168345
Registered since
September 8, 2015
Website
www.armstrongdixon.com
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI90.36%
  • Individuals8.67%
  • Corporations / Businesses0.53%
  • Charitable Organizations0.25%
  • Pension & Profit Sharing Plans0.19%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Armstrong Dixon is an independent, SEC-registered registered investment adviser formed as a limited liability company in 2015. The firm acts as a capital allocator for both individual/family and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm’s snapshot flags it as an owner-operated practice (individual owner) and not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 41%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%, Cash & Cash Equivalents 1%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds41%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%
  • Derivatives1%

Contacts

3 of 6
  • Gregory Armstrong

    Gregory Armstrong

    PartnerCRD 4837579

  • Hugh Breslin

    Hugh Breslin

    PartnerCRD 5179207

  • Schuyler Engelhardt

    Schuyler Engelhardt

    Private Wealth AdvisorCRD 5525159

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$198M in ETFs

Passive

69%

$136M

Active

31%

$62M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$29.3M48,97414.77%
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Location

Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, 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
Baltimore City
Address
1500 Sulgrave Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth