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ARMSTRONG DIXON

BALTIMORE, MD · CRD 168345 · IAPD ↗ · 443-563-1111

$447.5MRegulatory AUM
6Advisory reps
9Employees
8Clients
11-25Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — ARMSTRONG DIXON notice-filed in DE, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — ARMSTRONG DIXON reported RAUM up 28% ($350.5M -> $447.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — ARMSTRONG DIXON notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — ARMSTRONG DIXON added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.