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Baltimore, MD Office

Team
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Armstrong Dixon

Team

Firm-wide stats for Armstrong Dixon

Total advisors

6

Across 2 offices

Clients per advisor

48 Typical

Avg AUM per client

$1,528,169 High

HNW client ratio

54% High

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.

Based on Armstrong Dixon

Expertise

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

Based on Armstrong Dixon

Occupation focus

Founder/Business Owner Executive

Based on Armstrong Dixon

Location

1500 Sulgrave Ave

Baltimore MD 21209

Advisors at this office

5

Advisors at this office

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

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.

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® 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.

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 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.

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
View complete list of advisors at this office
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