Armstrong, Fleming & Moore, Inc.

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
99% of AUM
Avg account
$691K
Accounts
1,841
Employees
27
Advisory reps
13

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, privately owned registered investment adviser that has been SEC-registered since 1991. The firm serves both high-net-worth individuals and families as well as institutional clients, offering a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and educational services including newsletters and seminars. Its compensation model combines percentage-of-assets fees with fixed fees and commission-based arrangements. The firm is not positioned as an active ESG investor and does not identify as a multi-state adviser or capital allocator. Public recognition includes placements on Forbes’ Top RIA Firms lists in 2023 and 2024, and Citywire’s 50 Growers Across America lists in 2025 and 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 43

Active vs passive

$227M in ETFs

Passive

4%

$8.4M

Active

91%

$218M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US LARGE CAP VALUE ETF (AVLV)AvantisActiveLarge Value$42.7M472,56918.85%

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