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- Custodian
- Fidelity/NFS · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-1991
- Office Locations
- 2
Office Locations
About Armstrong, Fleming & Moore, Inc.
Armstrong, Fleming & Moore (Washington, DC) is a long-tenured financial planning and investment management firm focused on clients approaching retirement, building personalized plans and portfolios aligned to their goals. The team integrates tax, estate and charitable planning with portfolio construction and risk management, typically implemented with mutual funds and ETFs. Custodied at Fidelity/NFS.
Reported data analysis
What the numbers show
Between October 3, 2025 and June 25, 2026, reported AUM increased 13.9%, from $1.1B to $1.3B.
Across 5 reported observations, AUM increased 24.7% between March 30, 2022 and June 25, 2026, from $1.0B to $1.3B.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 17 advisory representatives and 558 clients, or 32.8 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 35 years in operation. The source data was last updated on June 25, 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
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Armstrong, Fleming & Moore, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN MAUGHAN FLEMING
President, Principal
- CRD
- #2717583
- Ownership
- 25% but less than 50%
MARY LOUISE MOORE
TREASURER, Vice President
- CRD
- #4524628
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Joshua Andrew Kaplan
Financial Advisor
- CRD
- #7279067
Zachary Abraham Kaufman
Paraplanner
- CRD
- #7158613
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,253,974,838 | $690,895 |
| Non-Discretionary | $18,691,333 | $718,897 |
| Total | $1,272,666,171 | $691,291 |
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Separately Managed Accounts
SMA allocation detail is available
Armstrong, Fleming & Moore, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Armstrong, Fleming & Moore, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.