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FIRST COMMAND ADVISORY SERVICES

FORT WORTH, TX · CRD 281958 · IAPD ↗ · 817-731-8621

$24.43BRegulatory AUM
1155Advisory reps
1787Employees
1013Clients
More than 500Planning clients
0Private funds
52States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — FIRST COMMAND ADVISORY SERVICES's Item 11 disclosure-reporting entries rose by 1 (7 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2025 — FIRST COMMAND ADVISORY SERVICES now reports custody of client assets ($21.08B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
November 2024 — FIRST COMMAND ADVISORY SERVICES added office(s): 176 -> 186 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
November 2024 — FIRST COMMAND ADVISORY SERVICES reported RAUM up 26% ($17.48B -> $22.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
November 2024 — FIRST COMMAND ADVISORY SERVICES grew from 1050 to 1155 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
February 2024 — FIRST COMMAND ADVISORY SERVICES grew from 947 to 1050 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.