Firm profile

ARMSTRONG DIXON

BALTIMORE, MDCRD 168345Latest ADV March 30, 2026

Armstrong Dixon is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated March 30, 2026, reports $448M in regulatory assets under management, 9 employees, and 957 accounts.

Assets Under Management
$448M
Employees
9
Offices
--
Total Clients
294
Primary office
BALTIMORE, MD
1500 SULGRAVE AVE, BALTIMORE, MD, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOKatie A. Brown

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 53.7% of total clients.
Top client categories% of clientsClients
1
HNWI
53.7%
158
2
Individuals
44.9%
132
3
Corporations
1.4%
4
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$448Mas of March 30, 2026
Discretionary99.8%
$446M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$448M
Total Accounts957
10Y AUM Change+$299M (+201.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee33:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.