Armstrong Advisory Group Inc.
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 1,494
- Avg AUM / client
- $1.1M
- Accounts
- 4,071
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 748 | $252M | 15.1% |
| High net worth individuals | 741 | $1.4B | 84.6% |
| Charitable organizations | 2 | $1.7M | 0.1% |
| Corporations and other businesses | 3 | $2.9M | 0.18% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brendan Kevin Hayes | Managing Partner, Financial Advisor | Feb 2022 (5y) | 10% – 25% | |
| Charles Zodda | Managing Partner, Chief Investment Officer | Feb 2022 (5y) | 10% – 25% | |
| Leonid Berline | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Michael Sargent Armstrong | President / Senior Managing Partner | Feb 2022 (5y) | 50% – 75% | |
| Susan Dawn Powers | Managing Partner, Financial Advisor | Feb 2022 (5y) | 10% – 25% | |
| Scott Everett Wilson | Managing Partner. Financial Advisor. | Apr 2022 (4y) | Less than 5% | |
| Andrew Rudolph Haff | Registered representative | CFP | Apr 2022 (4y) | |
| Paul Michael Lane | Registered representative | CFP | May 2022 (4y) | |
| Marc Alan Fandetti | Registered representative | CFP CFA | May 2022 (4y) | |
| Matthew Ryan Sczurek | Registered representative | CFP | Aug 2023 (3y) | |
| Cash Patterson Armstrong | Registered representative | CFP | May 2024 (2y) | |
| Michael Richard Bradley | Registered representative | Aug 2024 (2y) | ||
| Michele Christine Cropley | Registered representative | Feb 2025 (1y) | ||
| William Kurtz O'connor | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (68% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗