First Command Advisory Services, Inc.
First Command Advisory Services, Inc. is an SEC-registered investment adviser headquartered in Fort Worth, Texas, and was founded in 1958. The firm is part of the First Command Financial Services group and serves primarily American families, specializing in the financial needs of military personnel and veterans. With a workforce of approximately 1,787 employees, First Command offers a range of advisory services including financial planning, investment management, insurance, and related products directly to clients, primarily individuals and families. The company operates nationwide and is known for its strong focus on the military community.
Investment Strategy
First Command Advisory Services, Inc. offers comprehensive financial planning and investment management services, emphasizing a long-term, goals-oriented strategy suited to individual client needs. The firm provides discretionary portfolio management across a diversified mix of asset classes, including mutual funds, ETFs, stocks, and fixed income, with a special focus on serving military personnel and their families. Its approach centers on understanding client goals, risk tolerance, and time horizon, recommending tailored investment solutions and regular financial planning sessions. The firm seeks to act in the client's best interest, as directed by SEC Regulation Best Interest, and does not favor proprietary investment products. Investment choices are selected for diversification, long-term growth, and alignment with each client's unique goals.
Top Holdings
Equity Positions (595)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | iShares Core S&P 500 ETF | 53.47% | $6.21B | 10,004,720 | $369.20 | $620.90 | +$624.9M |
Q QQQM | Invesco NASDAQ 100 ETF | 9.42% | $1.09B | 4,817,451 | $152.74 | $227.10 | +$209.2M |
I IJR | iShares Core S&P Small-Cap ETF | 8.63% | $1.00B | 9,171,730 | $78.28 | $109.29 | +$65.5M |
I IJH | iShares Core S&P Mid-Cap ETF | 8.23% | $955.9M | 15,412,835 | $51.90 | $62.02 | +$23.5M |
E EWJ | iShares MSCI Japan ETF | 3.90% | $453.0M | 6,042,125 | $70.25 | $74.97 | +$37.5M |