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 an SEC-registered corporate adviser and conventional broker-dealer that has been registered since 2005. The firm serves individual and family clients as well as institutional relationships, with advisory activities focused on financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM and fixed fees. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser in the provided snapshot.
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 9CASEY GRIFFIN
Chief Operating OfficerCRD 3124214
Steven Morgan
ContractorCRD 1896149
JOHN WEITZER
Chief Investment OfficerCRD 2760710
Contacts
3 of 1013Jill Skelton
Financial AdvisorCRD 2811422
George Robinson
Supervision, Surveillance PrincipalCRD 4063071
Michael Samsel
Financial AdvisorCRD 7085595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 271Active vs passive
$17.4B in ETFs
71%
$12.4B
24%
$5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $5.7B | 8,732,982 | 32.74% |
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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