CRD: 105510
Henry H. Armstrong Associates, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-29-1983
- Office Locations
- 1
Office Locations
About Henry H. Armstrong Associates, Inc.
Henry H. Armstrong Associates is an independent, fiduciary wealth advisor serving clients focused on preserving and growing multi-generational wealth. The firm provides personalized wealth planning and portfolio management, often using ETF-centric allocations alongside cash and high-quality bonds, with custody through Schwab or Fidelity/NFS. Notably, the team invests in the same securities as its clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES MCKAY ARMSTRONG MR.
Director, President
- CRD
- #4365995
- Ownership
- 75% or more
PETER D EBERHART
Certified Financial Planner, Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #5736248
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,231,153,237 | $2,322,931 |
| Non-Discretionary | $0 | -- |
| Total | $1,231,153,237 | $2,322,931 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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