First Command Advisory Services
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 281958
- Registered since
- July 28, 2005
- Website
- www.firstcommand.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals82.29%
- HNWI17.47%
- Corporations / Businesses0.21%
- Charitable Organizations0.02%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
First Command Advisory Services is a corporate, SEC-registered registered investment adviser that provides fee-based financial planning and portfolio management, primarily for individual and family clients as well as some institutional accounts. The firm is classified as a non-independent retail RIA and offers both percentage-of-AUM and fixed-fee arrangements. Its reported business activities emphasize financial planning and portfolio management for individuals and small businesses. The firm is affiliated with broker-dealer, banking, and insurance entities as well as another investment adviser, and the dataset does not list it as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds50%
- Exchange Traded Equities48%
- Cash & Cash Equivalents2%
Owners & executives
3 of 11Jeffrey Miller
Supervision ContractorCRD 4711920
Casey Griffin
Chief Operating OfficerCRD 3124214
Mark Steffe
President and Chief Executive OfficerCRD 2204689
Contacts
3 of 1038
Nathan Rachwitz
Financial AdvisorCRD 5673985
Kendall Matthews
Financial AdvisorCRD 5684998
Zachary Walden
Financial Advisor, Principal and District AdvisorCRD 5704281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 470Active vs passive
$39.7B in ETFs
70%
$27.8B
25%
$11.9B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $6.5B | 8,712,032 | 16.45% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 1 Firstcomm Plz
- Time zone
- CT (UTC-6)
- Office locations
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