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 registered investment adviser formed in 1991 and owned by individuals. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications, and educational seminars. Its compensation mix includes percentage-of-AUM fees, fixed fees, and commissions. Armstrong, Fleming & Moore does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm has been recognized in the industry, appearing on Forbes’ lists of Top RIA Firms in both 2023 and 2024, and receiving a Citywire mention in 2025 for growth.
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
- 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 43Active vs passive
$222M in ETFs
4%
$8.6M
91%
$213M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US LARGE CAP VALUE ETF (AVLV) | Avantis | Active | Large Value | $40.9M | 448,575 | 18.45% |
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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