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- Custodian
- Fidelity/NFS · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Prime
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
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%
Legacy pathway
Frontier harbor prime
- CRD
- #82465
- Ownership
- 22.3%
Showing 2 of 6 owners & executives
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Joshua Andrew Kaplan
Financial Advisor
- CRD
- #7279067
Sumedha Malhotra
Director
- CRD
- #6074662
Zenith vital
Radial catalyst optima
- CRD
- #67073
Showing 2 of 11 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
Total SMA Asset: $1,272,666,171
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,803,607,067 | 53.3% |
| Equity - Exchange | $1,004,669,699 | 19.1% |
| Cash | $1,451,774,016 | 27.6% |
| Total | $5,260,050,782 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE BRIDGE VECTOR | OAK EMBER | IETENF37Z | CSKD | 2.34% | $66,574,844 |
| RADIAL SUMMIT MOMENTUM | PRIME CAPITAL | 6TDNXVRD5 | KZSE | 1.38% | $112,636,743 |
| FOCUS RIDGE LEGACY | ZENITH QUANTUM | 2VIEIY428 | GZVXF | 10.06% | $68,450,804 |
| LEGACY FOUNDATION | INSIGHT SIGNAL | 9FABKW1NC | MJV | 7.89% | $12,886,429 |
| SIGNAL FRONTIER | CAPITAL ZENITH | TYFBEJA2O | HCKUX | 6.58% | $115,184,988 |
| CREST ALPHA | SIGNAL QUANTUM | 3PYCHLXWC | HMWLC | 6.20% | $102,097,730 |
| PEAK FUSION | RIDGE ALPHA | KS3PXO9O5 | TWEXL | 1.56% | $106,268,095 |
| SUMMIT RIDGE RADIAL | OAK FUSION | 0AF9ILNDZ | HOUZM | 4.01% | $66,895,710 |