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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2024-03-13 |
| TX | RA | APPROVED | 2015-12-15 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Aledo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Bank | Ft. Worth | TX | 10/2013 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Town Church Whether the business is investment-related: No Address of the other business: 5900 Balcones Dr Ste 100, Austin, TX 78731 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Director/Treasurer The start date of your relationship: Oct 01, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Legal & Fiduciary Ensure legal compliance with federal, state, and local laws (tax, employment, nonprofit regulations). Oversee financial stewardship: approve budgets, review financial statements, and ensure proper accounting and audits. Protect church assets and maintain adequate insurance. Exercise duty of care (informed, reasonable decision-making), duty of loyalty (act in church's best interest, avoid conflicts), and duty of obedience (follow the church's mission, bylaws, and applicable laws). Governance & Strategy Set, review, and uphold the church's mission, vision, and strategic direction. Approve major policies (financial, personnel, child protection, facilities use). Hire, evaluate, and, when responsible, set compensation for senior staff (e.g., senior pastor, executive staff) or establish the process for pastoral oversight.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-09 |
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