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 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
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 11Joshua 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 42Active vs passive
$154M in ETFs
5%
$7.7M
89%
$146M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU) | Capital Group | Active | Foreign Large Growth | $25.6M | 867,419 | 16.60% |
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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