|
⚲
|
| Keyboard |
| Armstrong Fleming & Moore Inc
✚
|
|
|---|---|
| CRD # | 107347 |
| SEC # | 801-38960 |
| CIK # | 0001990099 |
| AUM | 1,272.7 M (2026-06-25) |
| Employees | 27 (63% Investors, 52% Brokers) |
| Phone | 202-887-8135 |
| Address | 1800 M Street NW Washington, DC 20036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CAVA Group Inc | 29.4 | ||
| Apple Inc | 23.2 | ||
| Nvidia Corp | 4.2 | ||
| Marriott International Inc /MD/ | 4.2 | ||
| Johnson & Johnson | 3.4 | ||
| Costco Wholesale Corp /NEW | 3.1 | ||
| Palantir Technologies Inc | 3.1 | ||
| Chevron Corp | 2.5 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Science Applications International Corp | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 88.0 |
| (b) Individuals (high net worth individuals) | 266 | 1,165.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.9 |
| (h) Charitable organizations | 3 | 12.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,841 | 1,272.7 |
| By Discretionary | ||
| Discretionary | 1,815 | 1,254.0 |
| Non-Discretionary | 26 | 18.7 |
| Total | 1,841 | 1,272.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,272.7 | |
| Total | 1,841 | 1,272.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001990099] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pinnacle Investments LLC
✚
|
NY | 1,293.6 M |
|
Triangle Securities Wealth Management Inc
✚
|
NC | 1,290.7 M |
|
Arbor Investment Advisors LLC
✚
|
NC | 1,288.4 M |
|
Obsidian CIO LLC
✚
|
NY | 1,284.0 M |
|
Paul Winkler Inc
✚
|
TN | 1,275.4 M |
|
Granite Bay Wealth Management LLC
✚
|
NH | 1,269.6 M |
|
Association Financial Services Inc
✚
|
UT | 1,265.6 M |
|
Ullmann Wealth Partners Group LLC
✚
|
FL | 1,254.2 M |
|
Brookwood Investment Group LLC
✚
|
AZ | 1,252.4 M |
|
Northwest Financial Advisors LLC
✚
|
VA | 1,244.0 M |