First Command Advisory Services

RIASEC RegisteredEst. 2005
Total AUM
$24.4B
Discretionary
$24.4B
100% of AUM
Avg account
$215K
Accounts
113,591
Employees
1,787
Advisory reps
1,045

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 50%, Exchange Traded Equities 48%, Cash & Cash Equivalents 2%50%
  • Private Funds50%
  • Exchange Traded Equities48%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 10
  • Casey Griffin

    Casey Griffin

    Chief Operating OfficerCRD 3124214

  • Steven Morgan

    Steven Morgan

    ContractorCRD 1896149

  • Erin Doherty

    Erin Doherty

    ContractorCRD 4576409

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Contacts

3 of 1035

  • Jill Skelton

    Financial AdvisorCRD 2811422

  • George Robinson

    George Robinson

    Supervision, Surveillance PrincipalCRD 4063071

  • Michael Samsel

    Michael Samsel

    Financial AdvisorCRD 7085595

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 240

Active vs passive

$19.8B in ETFs

Passive

70%

$13.9B

Active

25%

$6B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$6.5B8,712,03232.89%
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Location

Primary office

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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