Firm profile

FIRST COMMAND ADVISORY SERVICES

FORT WORTH, TXCRD 281958Latest ADV March 27, 2026

First Command Advisory Services is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 27, 2026, reports $24.4B in regulatory assets under management, 1,787 employees, 186 offices, and 113,591 accounts.

Assets Under Management
$24.4B
Employees
1,787
Offices
186 offices
Total Clients
113,591
Primary office
FORT WORTH, TX
1 FIRSTCOMM PLAZA, FORT WORTH, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMark D. Steffe
CCOCasey J. Griffin
COOKelleen M. Richter

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 96.5% of total clients.
Top client categories% of clientsClients
1
Individuals
96.5%
109,659
2
HNWI
3.4%
3,852
Additional categories (<0.1%)
Corporations49 clients
Charitable27 clients
Pension Plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$24.4Bas of March 27, 2026
Discretionary100.0%
$24.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$24.4B
Total Accounts113,591
10Y AUM Change+$13.8B (+129.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1,787
Clients per Employee64:1
10Y Employee Change+1,039 (+138.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.