$1.7B Total AUM
$1.7B Disc. AUM
20.8% 3Y CAGR
22 Employees
1,494 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal frontierWave +more
- Established Date
- 04-08-2022
- Office Locations
- 3
Office Locations
1062 Barnes RD STE 209 Wallingford CT
144 Gould ST Suite 210 Needham MA
-- Washougal WA
About Armstrong Advisory Group Inc.
Armstrong Advisory Group, Inc. is an SEC-registered RIA whose representative co-hosts The Legal Exchange, a weekend radio show heard across New England focused on estate planning, asset protection, and Medicaid eligibility/advanced planning topics. The firm offers financial planning and portfolio management, with ETF-heavy implementation, and primarily custodies with Charles Schwab.
Team overview
39 AVG AGE
$166.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.3 yrs AVG TENURE
22 Employees
10 Advisory Reps
10 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Meridian prime Alpha summit Bridge Legacy focus Oak radial Foundation
Client Personas
Vector
CRM
Matrix value Wave fusion
Custodian
Glacier Frontier
Investment Themes
Zenith pathway Prime Oak crest Fusion Crest Vector
Investment Vehicles
Pioneer radial Signal beacon
Platform
Meridian Foundation Atlas
Services
Unison focus Foundation eagle Crest Signal frontier Quantum Glacier Element Beacon Vertex Vertex
Technology
Optima Wave Radial Element Timber prime Delta meridian Catalyst prime
Owner & Executives
MICHAEL SARGENT ARMSTRONG
President, SENIOR MANAGING PARTNER
- CRD
- #6218973
- Ownership
- 50% but less than 75%
(425) 631-7467
atlas.momentum@foundationcapital.com
in linkedin.com/in/meridian-capital
BRENDAN KEVIN HAYES
Financial Advisor, General Partner, Managing Partner
- CRD
- #3197327
- Ownership
- 10% but less than 25%
(286) 298-1026
unison.insight@insightcapital.com
in linkedin.com/in/optima-matrix
M
Momentum harbor
Vital legacy catalyst
- CRD
- #10738
- Ownership
- 3.1%
(478) 364-2942
ember.unison@quantumcapital.com
in linkedin.com/in/ridge-ember
Showing 2 of 6 owners & executives
Unlock allContacts
Cash Patterson Armstrong
Advisor
- CRD
- #7264737
(796) 258-5091
harbor.ridge@momentumcapital.com
in linkedin.com/in/legacy-harbor
Michael Richard Bradley
Advisor
- CRD
- #6679616
(472) 396-1421
matrix.foundation@crestcapital.com
in linkedin.com/in/timber-north
A
Atlas foundation
Timber bridge bridge
- CRD
- #39073
(806) 657-7708
unison.catalyst@legacycapital.com
in linkedin.com/in/vector-bridge
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,665,080,444 | $409,312 |
| Non-Discretionary | $3,098,578 | $1,032,859 |
| Total | $1,668,179,022 | $409,771 |
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Separately Managed Accounts
Total SMA Asset: $1,668,179,022
Equity - Exchange:
23.6% Public Funds:
15.6% Cash:
6.9% Other:
31.5% U.S. Government/Agency:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,864,372,322 | 23.6% |
| Public Funds | $1,232,381,704 | 15.6% |
| Cash | $545,091,908 | 6.9% |
| Other | $2,488,463,056 | 31.5% |
| U.S. Government/Agency | $1,769,573,729 | 22.4% |
| Total | $7,899,882,719 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS ATLAS | FOCUS LEGACY | 6J5VV0DKR | BMJ | 6.24% | $86,136,119 |
| SIGNAL FRONTIER EMBER | ZENITH SUMMIT | KMF2P3ZWU | AEQGY | 10.68% | $33,582,143 |
| SUMMIT WAVE ELEMENT | INSIGHT QUANTUM | DFYGXFQAI | MED | 0.82% | $85,869,106 |
| PEAK VERTEX | PRIME FRONTIER | RWV43DTVY | YYK | 4.84% | $113,846,851 |
| MOMENTUM HORIZON FOCUS | INSIGHT FRONTIER | VOHHCT1KW | TLF | 1.42% | $42,153,358 |
| ALPHA NORTH | CREST MERIDIAN | QQUO3N2UG | LJJT | 6.26% | $50,704,726 |
| OAK VITAL NORTH | PEAK PEAK | BEGKB2RJ1 | UKQ | 6.54% | $29,769,932 |
| ATLAS MOMENTUM | FUSION TIMBER | U4WQNA6E5 | LLEN | 3.50% | $104,420,095 |