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Armstrong Dixon

Updated today

Client assets under management

$443,168,934

Clients

290

54% high-net worth

Advisors

6

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

48

Typical

Average account size

$1,528,169

About

Armstrong Dixon provides discretionary investment management and related financial planning and consulting to individuals, high‑net‑worth families, charitable organizations, small business owners and retirement plan sponsors. Its March 31, 2026 brochure reports approximately $447.5 million in assets under management, the majority managed on a discretionary basis, and the firm serves roughly 290 client relationships with a team of six advisors.

The firm describes a strategic, global asset allocation approach that combines active and passive strategies, third‑party research, and risk‑management metrics to set portfolio targets and rebalance when allocations drift (the brochure notes a 15% relative drift threshold). Implementation can occur through LPL Financial programs (including centrally managed Model and SMA platforms) and independent managers, and the firm discloses use of private investment funds, alternative strategies and a quarterly investment committee that oversees models and performance.

Compared with many team firms, the brochure discloses several less‑common practices: Armstrong Dixon advertises third‑party ratings and indicates it may employ leverage and derivatives within separately managed account programs. It also highlights held‑away account management via the Pontera platform, access to private fund investments and a limited, administrative use of artificial intelligence—features that meaningfully shape how the firm implements advice relative to many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Business succession planning Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and consulting fees are negotiable fixed fees generally ranging from $2,000 to $20,000.

Percentage

$0+: 0.50% to 1.25% $0+: 0.25% to 0.60% (retirement consulting asset-based fees)

Commissions

Clients may engage representatives to purchase securities on a commission basis; commissions vary and are charged by LPL Financial.

Other

Fee-only: Financial planning and consulting fees generally range from $2,000 to $20,000 on a fixed fee basis.

Main office location

Armstrong Dixon

1500 Sulgrave Ave

Baltimore MD 21209, United States

Number of offices

1

Most active in

California · Florida · Maryland · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Schuyler E

CFP®, Series 66

Baltimore, MD

Armstrong Dixon

Schuyler Engelhardt is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is affiliated with Armstrong Dixon in Baltimore, MD, and has been associated with Ade LLC and LPL Financial LLC since 2013. Outside of his advisory work, Engelhardt engages as an educational speaker. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that integrates both active and passive management, overseen by an investment committee and incorporating specialized investment exposures.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Navarone S

CFP®, Series 66

Mount Pleasant, SC

Armstrong Dixon

Navarone Simpson is a CFP® with 11 years of industry experience, currently serving at Armstrong Dixon in Mount Pleasant, SC. His prior experience includes roles at Lincoln Financial Advisors Corporation, LPL Financial LLC, and Cetera Advisors LLC. Outside of his advisory work, he has worked as a Lyft driver and manages a business entity for tax and investment purposes. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a diversified global asset-allocation strategy combining active and passive managers, with access to specialized exposures including private equity, merger arbitrage, and private credit.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Tucker D

CFP®, Series 65

Baltimore, MD

Armstrong Dixon

Tucker Dunn is a CFP® with seven years of industry experience, currently serving as a financial advisor at Armstrong Dixon in Baltimore, MD. His prior experience includes roles at LPL Financial LLC, FourStar Wealth Advisors, LLC, and Fieldstone Financial Management Group, LLC. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive managers and incorporates specialized exposures such as merger arbitrage, private equity, and private credit.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Gregory A

CFP®, Series 63, Series 65

Baltimore, MD

Armstrong Dixon

Gregory Armstrong is a CFP® with 21 years of industry experience, currently serving at Armstrong Dixon in Baltimore, MD. He has been affiliated with LPL Financial, LLC and ADE LLC (Armstrong Dixon) since 2013. Armstrong also works as a non-variable insurance agent. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive managers, third-party research, and risk metrics, with oversight from an investment committee.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Hugh B

CFP®, Series 66

Baltimore, MD

Armstrong Dixon

Hugh Breslin IV is a financial advisor at Armstrong Dixon with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Armstrong Dixon and LPL Financial in 2016, he worked at Planning Solutions Group, LLC and Triad Advisors, Inc. from 2010 to 2016. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive managers, third-party research, and risk metrics, and incorporates specialized exposures including alternative strategies and private investment funds.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
user avatar

Katie B

Series 66

Baltimore, MD

Armstrong Dixon

Katie Brown is a financial advisor at Armstrong Dixon with 10 years of industry experience. She holds a Series 66 designation and has been with Armstrong Dixon since 2015, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is a notary and works as a property manager on a part-time basis. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive management and incorporates specialized exposures such as merger arbitrage and private equity.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing Founder/Business Owner Executive
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