First Command Advisory Services

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Assets, Funds, Holdings

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First Command Advisory Services
CRD #281958
SEC #801-56942
CIK #0001727336
AUM 24.43 B (2026-06-24)
Employees 1,787 (65% Investors, 69% Brokers)
Phone817-731-8621
Address1 Firstcomm Plaza
Fort Worth, TX 76109
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
1600128096064032002010201520212027
Sector Form 13F Holdings Value ($B)
iShares Comex Gold Trust 0.1
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($B)
151296302018202120242027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 109,659 20.1
(b) Individuals (high net worth individuals) 3,852 4.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 0.0
(h) Charitable organizations 27 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 49 0.1
(n) Other 0 0.0
Total 113,591 24.4
By Discretionary
Discretionary 113,591 24.4
Non-Discretionary 0 0.0
Total 113,591 24.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 24.4
Total 113,591 24.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001727336]
SC 13G [0001727336]
Form 13D/13G Filer Form 13D/13G Subject Filed
First Command Advisory Services Inc Invesco Exchange-Traded Self-Indexed Fund Trust [2026-05-07]
First Command Advisory Services Inc Dimensional ETF Trust [2026-05-07]
First Command Advisory Services Inc American Century ETF Trust [2026-03-23]
First Command Advisory Services Inc SPDR Index Shares Funds [2026-03-23]
First Command Advisory Services Inc BlackRock ETF Trust [2026-03-23]
Firm Profile (Form ADV)
Discretionary AUM$9.6B
Clients1,013
ServesRetail
Comparable Firms State AUM
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MN 20.77 B
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11.94 B
Vanguard Personalized Indexing Management
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Apella Capital LLC
CT 11.07 B
Facet Wealth Inc
FL 6,037.9 M
Evanson Asset Management LLC
5,907.2 M
T Rowe Price Advisory Services Inc
MD 5,899.4 M
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