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FIRST COMMAND ADVISORY SERVICES
CRD 281958File 801-56942
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$24.43B
Top 10% of cohort (national)
Discretionary AUM
$24.43B
Clients
113,591
113,591 accounts
Employees
1,787
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 28, 2005
- Principal office
- 1 FIRSTCOMM PLAZA, FORT WORTH, TX, 76109
- Phone
- 817-731-8621
- Website
- HTTP://WWW.FIRSTCOMMAND.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $24.43B
- Discretionary AUM
- $24.43B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 113,591
- Non-discretionary accounts
- 0
- Total accounts
- 113,591
- AUM per client
- $215K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 49 | $50.8M |
| Charitable organizations | 27 | $5.2M |
| High net worth individuals | 3,852 | $4.27B |
| Pension and profit sharing plans | 4 | $2.9M |
| Individuals (other than high net worth individuals) | 109,659 | $20.10B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Clients | 110,166 | 113,591 | increased by3,425 |
| Jan 1, 2026 | AUM | $22,090,760,499 | $24,429,418,155 | increased by$2,338,657,656 |
| Jan 1, 2026 | Accounts | 110,166 | 113,591 | increased by3,425 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,526 | 1,787 | increased by261 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 98,324 | 110,166 | increased by11,842 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,868,933,068 | $22,090,760,499 | increased by$3,221,827,431 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 98,324 | 110,166 | increased by11,842 |
| Feb 1, 2022 | Employees | 1,450 | 1,526 | increased by76 |
| Feb 1, 2022 | Clients | 90,443 | 98,324 | increased by7,881 |
| Feb 1, 2022 | AUM | $14,684,871,490 | $18,868,933,068 | increased by$4,184,061,578 |
| Feb 1, 2022 | Accounts | 90,443 | 98,324 | increased by7,881 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIRST COMMAND” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIRST COMMAND” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.