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 registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm combines fee-based portfolio management and financial planning with occasional commissionable products; its business mix includes publication and educational outreach alongside advisory mandates. Public filings and 13F activity point to a balanced approach that uses mutual funds and ETFs as a core allocation while selectively holding individual equities for tactical exposure. The firm has been recognized in industry lists, including placement on Forbes' Top RIA Firms in 2023 and 2024 and a Citywire "50 Growers Across America" mention in 2025, which underlines its profile among national independent advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

    Senior ParaplannerCRD 7279067

  • ALEXANDRA ARMSTRONG

    FounderCRD 362444

  • 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)Capital GroupActiveForeign 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth