ADE, LLC

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UUID433a158e-a387-5595-b779-326b0396be7a

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	168345	168345	—	1.0
sec_file_number	801-106631	801-106631	—	—

Profile

WebsiteHTTPS://FACEBOOK.COM/ARMSTRONG-DIXON-199496843558567/

HQ CityBALTIMORE

HQ StateMD

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

ARMSTRONG DIXON adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)350,513,365.0
RAUM (discretionary)349,050,263.0
Actionable assets308,950,249.0
Accounts932.0

Institutional Clients

Government AUM—
Pension AUM588,112.0
Charitable AUM1,058,349.0
HNW AUM305,229,590.0

As of 2025-03-24 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ARMSTRONG, GREGORY, PAUL	MANAGING MEMBER	OFFICER	—	{"filing_id": "2017933", "owner_id": "4837579", "source": "adv_part1", "table": "Schedule_A_B"}
BRESLIN, HUGH, JOSEPH	MEMBER	OFFICER	—	{"filing_id": "2017933", "owner_id": "5179207", "source": "adv_part1", "table": "Schedule_A_B"}
BROWN, KATIE, ANNE	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017933", "owner_id": "6158775", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

ARMSTRONG, GREGORY, PAUL

MANAGING MEMBER

OFFICER

—

{"filing_id": "2017933", "owner_id": "4837579", "source": "adv_part1", "table": "Schedule_A_B"}

BRESLIN, HUGH, JOSEPH

MEMBER

OFFICER

—

{"filing_id": "2017933", "owner_id": "5179207", "source": "adv_part1", "table": "Schedule_A_B"}

BROWN, KATIE, ANNE

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2017933", "owner_id": "6158775", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/25/2025 11:25:52 AM",
  "filing_id": "2017933",
  "reg_type": "IA"
}
```

ADE, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1