Armstrong Dixon
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$443,168,934
Clients
290
Advisors
6
across 2 offices
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
Expertise
Occupation focus
Fee options
Financial planning and consulting fees are negotiable fixed fees generally ranging from $2,000 to $20,000.
$0+: 0.50% to 1.25% $0+: 0.25% to 0.60% (retirement consulting asset-based fees)
Clients may engage representatives to purchase securities on a commission basis; commissions vary and are charged by LPL Financial.
Fee-only: Financial planning and consulting fees generally range from $2,000 to $20,000 on a fixed fee basis.
Main office
See office1500 Sulgrave Ave
Baltimore MD 21209
Advisors at this office
5
Offices (2)
Most active in
California · Delaware · Florida · Maryland · New York · North Carolina · Oregon · Pennsylvania · South Carolina · Texas · Virginia · West Virginia
Also doing business as
Adag, LLC · Ade, LLC · Armstrong Dixon · Celestial Wealth Management · Howard Designs, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Navarone S
CFP®, Series 66
Mount Pleasant, SC
Armstrong Dixon
Navarone Simpson is a financial advisor with Armstrong Dixon in Mount Pleasant, SC, holding CFP® and Series 66 designations and having 11 years of industry experience. His prior experience includes roles at Lincoln Financial Advisors and LPL Financial. Outside of his advisory work, Simpson has engaged in non-investment activities such as driving for Lyft. Armstrong Dixon provides discretionary investment management and financial planning services to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm employs a strategic, global asset allocation approach that integrates active and passive strategies, third-party research, and risk-management metrics, managing approximately $447.5 million in assets for around 290 clients.
Tucker D
CFP®, Series 65
Baltimore, MD
Armstrong Dixon
Tucker Dunn is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Armstrong Dixon and has previously worked at LPL Financial, FourStar Wealth Advisors, and Fieldstone Financial Management Group. He provides investment advisory services through Armstrong Dixon, an independent firm where he is part of a six-advisor team. Armstrong Dixon delivers discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm employs a strategic global asset allocation approach combining active and passive strategies, third-party research, and risk management, overseeing approximately $447.5 million in assets across about 290 client relationships.
Gregory A
CFP®, Series 63, Series 65
Baltimore, MD
Armstrong Dixon
Gregory Armstrong is a CFP® professional with 22 years of industry experience, currently serving at Armstrong Dixon in Baltimore, MD. He has been affiliated with LPL Financial and Armstrong Dixon since 2013. Outside of his advisory role, he is involved in non-variable insurance activities. Armstrong Dixon provides discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm employs a strategic, global asset allocation approach combining active and passive strategies, third-party research, and risk-management metrics, managing approximately $447.5 million in assets for around 290 clients with a team of six advisors.
Hugh B
CFP®, Series 66
Baltimore, MD
Armstrong Dixon
Hugh Breslin IV is a CFP® professional with 18 years of experience in the financial services industry. He has worked with Armstrong Dixon and LPL Financial LLC since 2016. Armstrong Dixon provides discretionary investment management and financial planning to individuals, high-net-worth families, charitable organizations, small business owners, and retirement plan sponsors. The firm uses a strategic, global asset allocation approach combining active and passive strategies, third-party research, and risk-management metrics, managing approximately $447.5 million in assets for about 290 client relationships.
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.
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