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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

HENRY H. ARMSTRONG ASSOCIATES, INC.

CRD 105510

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:b6527f4c-0561-8098-ed3c-23dd8df18e00

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 1
Observed: Mar 21, 2012 to Mar 31, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Henry H. Armstrong Associates, Inc.

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $410Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 530
Individual clients: 28
High net worth clients: 113
Custody, client assets: $528M
SEC number: 801-19548
CIK: 1056827
CRD: 105510
Filings on the tape: 31
First filed: Mar 21, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, PA
Website: henryarmstrong.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES MCKAY ARMSTRONG	n/a	PITTSBURGH, PA	34	34	n/a	no
ADAM P SCHOLL	Chartered Financial Analyst	PITTSBURGH, PA	24	25	n/a	no
PETER D EBERHART	Certified Financial Planner	PITTSBURGH, PA	16	16	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ARMSTRONG EQUITY PARTNERS LP	Private Equity Fund	$589,689	Jul 1, 2022	21	Mar 21, 2012	dropped	021-45522
ARMSTRONG EQUITY ADVISORS LP	Private Equity Fund	$261,136	Jul 1, 2022	8	Mar 21, 2012	dropped	021-45575

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARMSTRONG, JAMES, MCKAY	President	E	yes	01/1998	Mar 31, 2026	Mar 31, 2026
EBERHART, PETER, D	MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER	Na	yes	09/2013	Mar 31, 2026	Mar 31, 2026
SCHOLL, ADAM, P	SENIOR VICE PRESIDENT	Na	yes	02/2009	Mar 31, 2026	Mar 31, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.2B	$1.2B	5	3	0	n/a	n/a
2024	Feb 26, 2025	$1.1B	$1.1B	5	3	0	n/a	n/a
2023	Feb 23, 2024	$1.1B	$1.1B	5	3	0	n/a	n/a
2022	Mar 6, 2023	$903M	$903M	5	3	0	n/a	n/a
2021	Mar 21, 2022	$1.1B	$1.1B	5	4	0	2	$850,825
2020	Mar 16, 2021	$857M	$856M	5	4	0	2	$874,603
2019	Mar 13, 2020	$798M	$797M	5	4	1	2	$892,571
2018	Mar 14, 2019	$711M	$710M	5	4	1	2	$2.7M
2017	Mar 27, 2018	$718M	$718M	5	4	1	2	$5.3M
2016	Mar 23, 2017	$634M	$633M	5	4	n/a	2	$5.4M
2015	Mar 24, 2016	$602M	$601M	5	4	n/a	2	$5.4M
2014	Mar 19, 2015	$533M	$532M	5	4	n/a	2	$5.3M
2013	Mar 19, 2014	$460M	$459M	5	4	n/a	2	$5.3M
2012	Mar 22, 2013	$380M	$379M	5	4	n/a	2	$5.8M
2011	Mar 21, 2012	$379M	$378M	n/a	n/a	n/a	2	$4.2M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.1B	7.7%	$903M	10.9%	5	5	0	0

Relationships

Registered with (3)

← PETER D EBERHARTAdvisorregistration: current employment
Nov 25, 2009 to presentfactForm ADV
← ADAM P SCHOLLAdvisorregistration: current employment
Feb 15, 2002 to presentfactForm ADV
← JAMES MCKAY ARMSTRONGAdvisorregistration: current employment
Jun 9, 1992 to presentfactForm ADV

Controls (3)

← ARMSTRONG, JAMES, MCKAYOwnerPRESIDENT, ownership code E, individual
Mar 21, 2012 to Feb 23, 2024factForm ADV
← SCHOLL, ADAM, POwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Mar 21, 2012 to Feb 23, 2024factForm ADV
← EBERHART, PETER, DOwnerMANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2012 to Feb 23, 2024factForm ADV

Advises (2)

→ ARMSTRONG EQUITY PARTNERS LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 21, 2012 to Jul 1, 2022factForm ADV
→ ARMSTRONG EQUITY ADVISORS LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 21, 2012 to Jul 1, 2022factForm ADV

Dated events

Occurred
Jul 1, 2022
Control person left
Keating Noreen Wnorowski (Vice President) no longer on Schedule A of Henry H. Armstrong Associates, Inc. (listed 2022-06-16, absent 2022-07-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6527f4c-0561-8098-ed3c-23dd8df18e00
First observed: Mar 21, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HENRY H. ARMSTRONG ASSOCIATES, INC.

CRD 105510

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b6527f4c-0561-8098-ed3c-23dd8df18e00

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES MCKAY ARMSTRONG

n/a

PITTSBURGH, PA

n/a

ADAM P SCHOLL

Chartered Financial Analyst

PITTSBURGH, PA

n/a

PETER D EBERHART

Certified Financial Planner

PITTSBURGH, PA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ARMSTRONG EQUITY PARTNERS LP

Private Equity Fund

$589,689

Jul 1, 2022

Mar 21, 2012

dropped

021-45522

ARMSTRONG EQUITY ADVISORS LP

Private Equity Fund

$261,136

Jul 1, 2022

Mar 21, 2012

dropped

021-45575

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARMSTRONG, JAMES, MCKAY

President

yes

01/1998

Mar 31, 2026

EBERHART, PETER, D

MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER

yes

09/2013

Mar 31, 2026

SCHOLL, ADAM, P

SENIOR VICE PRESIDENT

yes

02/2009

Mar 31, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.2B

n/a

2024

Feb 26, 2025

$1.1B

n/a

2023

Feb 23, 2024

$1.1B

n/a

2022

Mar 6, 2023

$903M

n/a

2021

Mar 21, 2022

$1.1B

$850,825

2020

Mar 16, 2021

$857M

$856M

$874,603

2019

Mar 13, 2020

$798M

$797M

$892,571

2018

Mar 14, 2019

$711M

$710M

$2.7M

2017

Mar 27, 2018

$718M

$5.3M

2016

Mar 23, 2017

$634M

$633M

n/a

$5.4M

2015

Mar 24, 2016

$602M

$601M

n/a

$5.4M

2014

Mar 19, 2015

$533M

$532M

n/a

$5.3M

2013

Mar 19, 2014

$460M

$459M

n/a

$5.3M

2012

Mar 22, 2013

$380M

$379M

n/a

$5.8M

2011

Mar 21, 2012

$379M

$378M

n/a

$4.2M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.1B

7.7%

$903M

10.9%