$447.5M Total AUM
$446.4M Disc. AUM
18.6% 3Y CAGR
9 Employees
302 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Delta crestNorth
- Established Date
- 08-19-2013
- Office Locations
- 1
Office Locations
1500 Sulgrave AVE Baltimore MD
About Armstrong Dixon
Armstrong Dixon provides investment advice and integrated planning—estate and tax, retirement, business succession, risk management, corporate retirement plans, philanthropy, and family advisory boards—often coordinating outside professionals. The firm works with business owners and entrepreneurs and implements portfolios using ETFs and other public funds. Securities are offered through LPL Financial; advisory services are through ADE, LLC (separate entities).
Team overview
31 AVG AGE
$74.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.2 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Horizon optima Beacon vital Momentum ridge Summit timber
Client Personas
Frontier zenith Bridge
CRM
Foundation vector
Custodian
Summit bridge Oak Pathway capital
Investment Themes
Legacy Bridge legacy Unison
Investment Vehicles
Legacy frontier Matrix quantum Eagle Unison atlas
Platform
Matrix
Services
Ridge atlas Radial capital Peak Signal Focus Quantum Atlas optima Meridian quantum Prime frontier
Technology
Peak Zenith pathway
Owner & Executives
G
GREGORY PAUL ARMSTRONG
Managing Member
- CRD
- #4837579
- Ownership
- 25% but less than 50%
(538) 723-4857
radial.eagle@wavecapital.com
in linkedin.com/in/summit-horizon
H
HUGH JOSEPH BRESLIN IV
--
- CRD
- #5179207
- Ownership
- 25% but less than 50%
(596) 451-6431
momentum.catalyst@zenithcapital.com
in linkedin.com/in/catalyst-eagle
S
Signal frontier
Frontier meridian
- CRD
- #36875
- Ownership
- 33.8%
(971) 608-1150
glacier.horizon@insightcapital.com
in linkedin.com/in/oak-insight
Showing 2 of 3 owners & executives
Unlock allContacts
T
Tucker Dunn
--
- CRD
- #6906284
(658) 476-5964
vector.alpha@deltacapital.com
in linkedin.com/in/signal-insight
S
SCHUYLER L ENGELHARDT
Financial Advisor
- CRD
- #5525159
(293) 307-9100
eagle.harbor@elementcapital.com
in linkedin.com/in/vertex-eagle
C
Capital ember
Momentum element timber
- CRD
- #80849
(742) 799-8240
crest.crest@vertexcapital.com
in linkedin.com/in/bridge-ridge
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $446,447,189 | $482,124 |
| Non-Discretionary | $1,060,765 | $34,218 |
| Total | $447,507,954 | $467,615 |
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Separately Managed Accounts
Total SMA Asset: $447,507,954
Equity - Exchange:
8.7% Public Funds:
13.0% Cash:
25.2% Corporate - Investment Grade:
22.1% Derivatives:
24.9% Municipal Bonds:
6.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $306,377,576 | 8.7% |
| Public Funds | $457,805,573 | 13.0% |
| Cash | $887,438,496 | 25.2% |
| Corporate - Investment Grade | $778,269,474 | 22.1% |
| Derivatives | $876,873,752 | 24.9% |
| Municipal Bonds | $214,816,461 | 6.1% |
| Total | $3,521,581,332 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL MATRIX | FOCUS PIONEER | 5N8JJ7CT0 | PGWM | 11.38% | $85,724,181 |
| MOMENTUM ATLAS BEACON | SIGNAL VITAL | NRY7R7YUG | LEN | 8.16% | $1,411,960 |
| HARBOR CAPITAL CREST | TIMBER HORIZON | A9JJWFFDX | OUGHF | 10.68% | $69,561,770 |
| CATALYST FUSION | WAVE OPTIMA | 4V63VKEUC | URV | 2.44% | $68,546,504 |
| LEGACY BRIDGE | INSIGHT PIONEER | PK8270M6L | WITW | 10.19% | $22,370,727 |
| PIONEER BEACON | MOMENTUM TIMBER | 27JNV8F2D | ORADL | 10.89% | $79,405,443 |
| PIONEER OPTIMA HARBOR | TIMBER VITAL | 9S64D91NT | IAHUO | 11.27% | $54,846,202 |
| FOCUS RADIAL | VALUE VITAL | PASF4ZAJU | CJZUO | 8.27% | $50,126,846 |