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They include 273 individual clients, 266 high-net-worth individuals, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Armstrong, Fleming & Moore offer?","answer":"Armstrong, Fleming & Moore provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, educational seminars, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Armstrong, Fleming & Moore charge?","answer":"Armstrong, Fleming & Moore charges 0.40%–1.00% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"ARMSTRONG, FLEMING & MOORE ADV 2A JUNE 25, 2026, filed 25 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Armstrong, Fleming & Moore use?","answer":"Armstrong, Fleming & Moore’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.27B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Armstrong, Fleming & Moore have?","answer":"Armstrong, Fleming & Moore has 10 investment adviser representatives registered with state securities authorities, out of 27 employees, and 17 perform investment advisory functions. 14 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Armstrong, Fleming & Moore invest in?","answer":"At the end of its last fiscal year, Armstrong, Fleming & Moore’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 7% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Armstrong, Fleming & Moore?","answer":"Armstrong, Fleming & Moore’s direct owners are Mary Moore, Ryan Fleming, Christopher Rivers and Carl Holubowich, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Armstrong, Fleming & Moore get paid?","answer":"Armstrong, Fleming & Moore is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Armstrong, Fleming & Moore registered with the SEC?","answer":"Yes, Armstrong, Fleming & Moore has been registered with the SEC as an investment adviser since 26 June 1991. Its CRD number is 107347 and its SEC file number is 801-38960.","source":"Form ADV Part 1A, Item 1, filed 25 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Armstrong, Fleming & Moore?","answer":"Armstrong, Fleming & Moore’s main office is at 1800 M Street NW, #1010-S, Washington, DC 20036. Its phone number is 202-887-8135. 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