HENRY H. ARMSTRONG ASSOCIATES, INC.

Adviser information for HENRY H. ARMSTRONG ASSOCIATES, INC. last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 543 $1.1B
Non-Discretionary 0 $0
Total 543 $1.1B

Clients

Type Number RAUM
Individuals 29 $12.1M
HNW Individuals 117 $1.0B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $10.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-19548
SEC ERA File Number 801-19548
SEC CIK Numbers 1056827
SEC CRD Numbers 105510
Legal Entity Identifier None

Principal Office

ONE GATEWAY CENTER
420 FT. DUQUESNE BLVD, STE 1425
PITTSBURGH
PA
United States
Monday - Friday, 8:30 - 5:30
Tel: 412-471-1551, Fax: 412-471-7828

Chief Compliance Officer

PETER D. EBERHART
MANAGING DIRECTOR
ONE GATEWAY CENTER
420 FT. DUQUESNE BLVD, STE 1425
PITTSBURGH
PA
United States
Tel: 412-471-1551
Fax: 412-471-7828
(Full email address available in API data)

Regulatory Contact

ADAM SCHOLL
SENIOR VICE PRESIDENT
ONE GATEWAY CENTER
420 FT. DUQUESNE BLVD, STE 1425
PITTSBURGH
PA
United States
Tel: 412-471-1551
Fax: 412-471-7828
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ARMSTRONG, JAMES, MCKAY Individual PRESIDENT 01/1998 > 75%
SCHOLL, ADAM, P Individual SENIOR VICE PRESIDENT 02/2009 < 5%
EBERHART, PETER, D Individual MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER 09/2013 < 5%

No. Employees, Historic

105020192020202120222023202420255 on 5/3/20195 on 3/13/20205 on 4/30/20205 on 6/19/20205 on 3/16/20215 on 4/30/20215 on 3/21/20225 on 6/16/20225 on 7/1/20225 on 3/6/20235 on 2/23/2024

RAUM, Historic

2B1B02019202020212022202320242025710794292 on 5/3/2019797933192 on 3/13/2020797933192 on 4/30/2020797933192 on 6/19/2020857182495 on 3/16/2021857182495 on 4/30/20211055257923 on 3/21/20221055257923 on 6/16/20221055257923 on 7/1/2022902996113 on 3/6/20231064772153 on 2/23/2024

No. Clients, Historic

20010002019202020212022202320242025136 on 5/3/2019137 on 3/13/2020137 on 4/30/2020137 on 6/19/2020142 on 3/16/2021142 on 4/30/2021144 on 3/21/2022144 on 6/16/2022144 on 7/1/2022142 on 3/6/2023146 on 2/23/2024

Holdings

From latest 13F, filed July 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
MICROSOFT CORP COM 314M 703K
BERKSHIRE HATHAWAY INC DEL CL B NEW 143M 352K
BERKSHIRE HATHAWAY INC DEL CL A 200M 326
MOODYS CORP COM 65M 155K
PROCTER AND GAMBLE CO COM 64M 391K
JOHNSON & JOHNSON COM 54M 367K
ALPHABET INC CAP STK CL C 18M 99K
UNION PAC CORP COM 15M 65K
AIR PRODS & CHEMS INC COM 14M 54K
APPLE INC COM 14M 65K
INTEL CORP COM 14M 438K
MEDTRONIC PLC SHS 12M 147K
COCA COLA CO COM 9M 136K
ALPHABET INC CAP STK CL A 7M 36K
MASTERCARD INCORPORATED CL A 6M 15K
HOME DEPOT INC COM 4M 11K
AUTOMATIC DATA PROCESSING IN COM 4M 15K
SPDR S&P 500 ETF TR TR UNIT 3M 6K
ABBVIE INC COM 3M 19K
WATERS CORP COM 3M 11K
PEPSICO INC COM 3M 17K
ABBOTT LABS COM 2M 24K
AMAZON COM INC COM 2M 12K
JACOBS SOLUTIONS INC COM 2M 17K
GENERAL ELECTRIC CO COM NEW 2M 13K
NVIDIA CORPORATION COM 2M 15K
VISA INC COM CL A 2M 7K
FASTENAL CO COM 2M 27K
MCCORMICK & CO INC COM NON VTG 2M 23K
NOVO-NORDISK A S ADR 1M 10K
3M CO COM 1M 13K
SCHWAB CHARLES CORP COM 1M 18K
EXXON MOBIL CORP COM 1M 11K
COSTCO WHSL CORP NEW COM 949K 1K
VANGUARD INDEX FDS TOTAL STK MKT 936K 4K
DISNEY WALT CO COM 911K 9K
TJX COS INC NEW COM 882K 8K
AUTODESK INC COM 797K 3K
INTERNATIONAL BUSINESS MACHS COM 725K 4K
EXPEDITORS INTL WASH INC COM 591K 5K
RB GLOBAL INC COM 580K 8K
GE VERNOVA LLC COM 523K 3K
ISHARES TR CORE S&P500 ETF 521K 952
EMERSON ELEC CO COM 514K 5K
PFIZER INC COM 496K 18K
WALMART INC COM 434K 6K
ASML HOLDING N V N Y REGISTRY SHS 423K 414
MERCK & CO INC COM 416K 3K
SHERWIN WILLIAMS CO COM 358K 1K
ISHARES TR CORE S&P MCP ETF 354K 6K
AMGEN INC COM 346K 1K
BAUSCH HEALTH COS INC COM 308K 44K
ISHARES TR CORE S&P SCP ETF 300K 3K
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 286K 4K
RTX CORPORATION COM 264K 3K
CHEVRON CORP NEW COM 262K 2K
ISHARES TR RUS MID CAP ETF 260K 3K
CAREDX INC COM 249K 16K
NEXTDOOR HOLDINGS INC COM CL A 28K 10K