Armstrong, Fleming & Moore, Inc.
Armstrong, Fleming & Moore, Inc. is a pioneering financial planning and investment advisory firm headquartered in Washington, DC. Founded by Alexandra Armstrong, one of the first CFP® professionals in DC, the firm officially became Armstrong, Fleming & Moore, Inc. in 2005. With 35+ years of history, it specializes in comprehensive financial planning including retirement, tax, estate, insurance, education, and investment management. The firm has fewer than 25 employees and serves a diverse client base seeking personalized wealth management and financial guidance, with a strong commitment to community impact and client best interests.
Investment Strategy
Armstrong, Fleming & Moore, Inc. employs a highly personalized, research-driven, and risk-aware investment approach focused on the unique circumstances and objectives of each client. Their strategy involves clearly communicated goals, customized spending plans, and regular in-depth check-ins to ensure the portfolio aligns with evolving client needs. The firm adheres to time-honored investment principles, prioritizes asset growth while mitigating unnecessary risk, and uses comprehensive financial plans to combine the expertise of multiple generations of financial professionals. Emphasis is placed on holistic wealth management—integrating retirement, tax, estate, and insurance planning with investment management—always putting clients' best interests first.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TCHP | T ROWE PRICE ETF INC | 11.10% | $23.2M | 475,526 | $45.63 | $48.88 | +$3.4M |
A AAPL | APPLE INC | 10.91% | $22.8M | 89,658 | $203.94 | $254.63 | +$4.4M |
C CGXU | CAPITAL GROUP INTL FOCUS EQT | 10.74% | $22.5M | 759,023 | $27.25 | $29.62 | +$2.9M |
C CAVA | CAVA GROUP INC | 10.47% | $21.9M | 362,708 | $84.03 | $60.41 | -$8.4M |
A AVEM | AMERICAN CENTY ETF TR | 7.23% | $15.1M | 201,613 | $75.11 | $75.11 | +$15.1M |