FIRST COMMAND ADVISORY SERVICES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $24.43B |
| Discretionary | $24.43B100% of AUM |
| Client Accounts | 113,591 |
| Avg Account Size | $215K |
| Employees | 1,787 |
| Peak AUM | $1.57TFeb 2023 |
| AUM CAGR | +9.1% /yrover 11 yrs · 56 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $24.4B | +10.6% | +15.4% | +10.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $24.43B |
| Discretionary | $24.43B |
| Employees | 1787 |
| Client Accounts | 113591 |
| Client Range | More than 500 |
Contact & Location
Address
1 FIRSTCOMM PLAZA
FORT WORTH TX 76109
Phone
817-731-8621
Filing History
56 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$24.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Feb 2016
•Investment adviser bar/suspension
Custody
Broker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant