# Armstrong Advisory Group Inc.

> Armstrong Advisory Group Inc. is an SEC-registered investment advisory firm in Needham, MA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 318662
- Filed as: ARMSTRONG ADVISORY GROUP INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Needham, MA
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318662
- AdvisorCensus page: https://advisorcensus.com/firm/armstrong-advisory-group-inc-needham-ma-318662

## Quick answers

**How is Armstrong Advisory Group Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Armstrong Advisory Group Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Armstrong Advisory Group Inc. located?**
Armstrong Advisory Group Inc.'s principal office is in Needham, MA, according to its Form ADV; the August 2026 filing also lists 10 other offices (Schedule D, Section 1.F).

**Is Armstrong Advisory Group Inc. registered with the SEC or a state?**
Armstrong Advisory Group Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318662.

**How much does Armstrong Advisory Group Inc. manage?**
Armstrong Advisory Group Inc. reports $1,668,179,022 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**How have Armstrong Advisory Group Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Armstrong Advisory Group Inc.: Regulatory assets under management: $889,124,634 in the October 2022 data and $1,668,179,022 in the October 2026 data, up 88%. Total employees: 28 in October 2022 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Armstrong Advisory Group Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (748); high net worth individuals (741); corporations or other businesses not listed above (3).

**Which custodians does Armstrong Advisory Group Inc. use?**
Armstrong Advisory Group Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Armstrong Advisory Group Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318662

**What changed in Armstrong Advisory Group Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Changed its office addresses in Hyannis, MA. No longer lists an office in Washougal, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,668,179,022
- Discretionary: $1,665,080,444
- Non-discretionary: $3,098,578

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 748 | $252,408,554 |
| High net worth individuals | 741 | $1,411,100,813 |
| Charitable organizations | 2 | $1,730,043 |
| Corporations or other businesses not listed above | 3 | $2,939,612 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 22 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Bedford, NH
- Braintree, MA
- Cranston, RI
- Hyannis, MA
- Longmeadow, MA
- Portland, ME
- Portsmouth (newington), NH
- Wallingford, CT
- Westboro, MA
- Woburn, MA

### Websites listed on Form ADV (Item 1.I)
- armstrongadvisory.com
- financialexchangeshow.com
- legalexchangeshow.com
- Facebook @armstrongadvisorygroup
- LinkedIn @armstrong-advisory-group
- X @Armstrong_AAG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $889,124,634 | 28 | September 9, 2022 |
| October 2023 | $1,019,991,578 | 25 | August 4, 2023 |
| October 2024 | $1,221,314,451 | 22 | July 10, 2024 |
| October 2025 | $1,437,702,524 | 22 | May 13, 2025 |
| October 2026 | $1,668,179,022 | 22 | July 10, 2026 |

Regulatory assets under management: $889,124,634 in the October 2022 data and $1,668,179,022 in the October 2026 data, up 88%.
Total employees: 28 in October 2022 and 22 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Changed its office addresses in Hyannis, MA.
- No longer lists an office in Washougal, WA.

### April 2026
- Regulatory assets under management went from $1,437,702,524 to $1,668,179,022 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Armstrong Advisory Group Inc. (CRD 318662): Form ADV filing data as of October 2026.