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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Delta crest
- Established Date
- 08-19-2013
- Office Locations
- 1
Office Locations
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).
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Owner & Executives
GREGORY PAUL ARMSTRONG
Managing Member
- CRD
- #4837579
- Ownership
- 25% but less than 50%
HUGH JOSEPH BRESLIN IV
--
- CRD
- #5179207
- Ownership
- 25% but less than 50%
Signal frontier
Frontier meridian
- CRD
- #36875
- Ownership
- 33.8%
Showing 2 of 3 owners & executives
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Tucker Dunn
--
- CRD
- #6906284
SCHUYLER L ENGELHARDT
Financial Advisor
- CRD
- #5525159
Capital ember
Momentum element timber
- CRD
- #80849
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
| 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 |