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 non-independent retail registered investment adviser that has been SEC registered since 2005. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets and fixed-fee engagements. The firm reports affiliations across the financial services ecosystem — broker‑dealer, other investment adviser, banking or thrift institution, and insurance company — and it identifies as neither an ESG-focused investor nor 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 272Active vs passive
$21.5B in ETFs
68%
$14.5B
27%
$7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $6.9B | 9,037,102 | 32.12% |
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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