Investment adviser · CRD 168345
ARMSTRONG DIXON
Investment adviser filing (IA)
ADE, LLC
BALTIMORE, MD, United States · Form ADV filed Jun 25, 2026
- Regulatory AUM
- $448M Form ADV · Item 5.F
- Client accounts
- 957 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 158 | $404,356,076 | 90.4% |
| Individuals | 132 | $38,812,858 | 8.7% |
| Corporations & businesses | Fewer than 5 | $2,382,415 | 0.5% |
| Charities | Fewer than 5 | $1,122,183 | 0.3% |
| Retirement plans | Fewer than 5 | $834,422 | 0.2% |
Filing source
Form ADV 2113120 · Jun 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1500 SULGRAVE AVEBALTIMORE, MD, 21209, United States
CRD 168345
Filing source
Form ADV 2113120 · Jun 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.