Fee-only adviser · Baltimore, MD
Armstrong Dixon
Armstrong Dixon is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Baltimore, Maryland. On its latest Form ADV, filed June 25, 2026, it reports $448M in regulatory assets under management, 290 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 168345 · SEC file 801-106631 |
| Office | 1500 Sulgrave Ave Baltimore, MD 21209 |
| Phone | (443) 563-1111 |
| Website | www.armstrongdixon.com |
| Regulatory assets under management | $448M ($446M discretionary) |
| Individual clients | 132 non-high-net-worth, 158 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Baltimore
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- WBH Advisory, Inc. $1.7B
- Wealth Planning Group $361M
- Buttonwood Financial Advisors, Inc. $483M
- Booster, LLC $229M
- Northbrook Financial $109M
See all 23 fee-only advisers in Baltimore →
Nearby
- Linthicum 1 firm
- Towson 14 firms
- Lutherville 2 firms
- Timonium 6 firms
- Hanover 1 firm
- Owings Mills 1 firm
- Woodstock 1 firm
- Phoenix 1 firm
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