First Command Advisory Services

Overview

First Command Advisory Services is a corporate advisory arm that combines broker-dealer capabilities with registered advisory services, operating in the market since 2005. The firm serves individual and family clients as well as institutional clients, positioning itself around fee-based financial planning and discretionary portfolio management for individuals and small businesses. Its compensation model includes both percentage-of-assets fees and fixed-fee engagements. The firm maintains links across the financial services ecosystem — including broker-dealer, banking/thrift, and insurance relationships — which it leverages to deliver advice and product solutions. While it does not present itself as a capital allocator, the platform integrates third-party investment vehicles and traditional retail products to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices