← Directory
HENRY H. ARMSTRONG ASSOCIATES, INC.
CRD 105510File 801-19548
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.23B
Clients
141
530 accounts
Employees
5
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 29, 1983
- Principal office
- ONE GATEWAY CENTER, 420 FT. DUQUESNE BLVD, STE 1425, PITTSBURGH, PA, 15222
- Phone
- 412-471-1551
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.23B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 530
- Non-discretionary accounts
- 0
- Total accounts
- 530
- AUM per client
- $8.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $11.9M |
| High net worth individuals | 113 | $1.21B |
| Individuals (other than high net worth individuals) | 28 | $11.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 139 | 141 | increased by2 |
| Mar 1, 2026 | AUM | $1,143,301,792 | $1,231,153,237 | increased by$87,851,445 |
| Mar 1, 2026 | Accounts | 525 | 530 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 144 | 139 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,055,257,923 | $1,143,301,792 | increased by$88,043,869 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 144 | 525 | increased by381 |
| Apr 1, 2022 | Clients | 142 | 144 | increased by2 |
| Apr 1, 2022 | AUM | $857,182,495 | $1,055,257,923 | increased by$198,075,428 |
| Apr 1, 2022 | Accounts | 143 | 144 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HENRY ARMSTRONG” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HENRY ARMSTRONG” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.