First Command Advisory Services
● SEC registered since 2005CRD 281958SEC# 801-56942Fort Worth, TX
Reg. AUM
$24.43B
Employees
1,787
Accounts
113,591
Location
Fort Worth, TX
First Command Advisory Services assets under management
First Command Advisory Services operates as an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2005. It reports $24.4 billion in regulatory assets under management and employs 1,787 people.
First Command Advisory Services owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey James Griffin | Senior Vice President, Chief Compliance Officer | Under 5% | 2025 |
| Eric Chartan | Senior Vice President, Chief Legal Officer | Under 5% | 2024 |
| First Command Financial Services, Inc. Control | Stockholder/Owner | Over 75% | 2000 |
| Frank Dean Smith Control | Senior Vice President - Chief Information Security Officer & Chief Technology Officer | Under 5% | 2024 |
| Heidi Elizabeth Cerbone Control | Vice President And Treasurer | Under 5% | 2020 |
| Kelleen Marie Richter | Executive Vice President, Chief Operating Officer | Under 5% | 2025 |
| Mark Duane Steffe Control | President And Ceo | Under 5% | 2020 |
| Tina Katherine Caddell Control | Vice President, Operations | Under 5% | 2023 |
Frequently asked questions
How much does First Command Advisory Services manage?
First Command Advisory Services reports $24.4 billion in regulatory assets under management on its Form ADV.
How many employees does First Command Advisory Services have?
First Command Advisory Services reports 1,787 employees.
Where is First Command Advisory Services located?
First Command Advisory Services is based in Fort Worth, TX and has been SEC-registered since 2005.
Does First Command Advisory Services disclose fund performance?
First Command Advisory Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Firstcomm Plaza, Fort Worth, TX 76109 |
| Phone | 817-731-8621 |
| Fax | 817-569-2244 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$24.43B▲ 11%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$24.43Bregulatory AUM
Discretionary $24.43B