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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-08-2022
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between December 18, 2025 and July 10, 2026, reported AUM increased 16.0%, from $1.4B to $1.7B.
Across 5 reported observations, AUM increased 87.6% between October 17, 2022 and July 10, 2026, from $889.1M to $1.7B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 10 advisory representatives and 1,494 clients, or 149.4 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Armstrong Advisory Group Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL SARGENT ARMSTRONG
President, SENIOR MANAGING PARTNER
- CRD
- #6218973
- Ownership
- 50% but less than 75%
BRENDAN KEVIN HAYES
Financial Advisor, General Partner, Managing Partner
- CRD
- #3197327
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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Cash Patterson Armstrong
Advisor
- CRD
- #7264737
Michael Richard Bradley
Advisor
- CRD
- #6679616
Showing 2 of 14 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Armstrong Advisory Group Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Armstrong Advisory Group Inc.'s 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.