Armstrong, Fleming & Moore, Inc.
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 551
- Avg AUM / client
- $2.3M
- Accounts
- 1,841
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 273 | $88.0M | 6.91% |
| High net worth individuals | 266 | $1.2B | 91.6% |
| Pension and profit sharing plans | 3 | $4.9M | 0.38% |
| Charitable organizations | 3 | $12.3M | 0.97% |
| Corporations and other businesses | 6 | $1.6M | 0.13% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Armstrong, Alexandra | Chairman Emeritus | Apr 1991 (35y) | Less than 5% | |
| Mary Louise Moore | Treasurer | CFP | May 2003 (23y) | 25% – 50% |
| Ryan Maughan Fleming | President | CFP | Jul 2003 (23y) | 25% – 50% |
| Fleming, Elizabeth, Villacorta | Chief Compliance Officer | Dec 2004 (22y) | Less than 5% | |
| Christopher James Rivers | Secretary | CFP | May 2008 (18y) | 25% – 50% |
| Carl Leonard Holubowich | Vice President | CFP | Jan 2014 (13y) | 10% – 25% |
| Mitchell K Strobel | Registered representative | CFP | Apr 2019 (7y) | |
| Sumedha Malhotra | Registered representative | CFP | Jan 2020 (7y) | |
| John Kurt Wittelsberger | Registered representative | CFP | Mar 2021 (5y) | |
| Elizabeth Donahue Schleifer | Registered representative | CFP | Mar 2023 (3y) | |
| Joshua Andrew Kaplan | Registered representative | CFP | Apr 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $1.3B (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗