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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.