First Command Advisory Services

Overview

First Command Advisory Services is an SEC registered investment adviser based in Fort Worth, TX, registered since 2005. It reports $24.4B in assets under management across 113,591 accounts, with 1,787 employees. It has 1,036 investment adviser representatives.

Reported AUM

$24.4B

Discretionary

100%

Accounts

113,591

Average account

$215K

Employees

1,787

Advisory reps

1,036

Registered since

2005

Jurisdictions

52

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 7

• Mark Duane Steffe President, Chief Executive Officer CRD 2204689
• Casey James Griffin Senior Vice President, Chief Compliance Officer CRD 3124214
• Frank Dean Smith Senior Vice President, Chief Information Security Officer, Chief Technology Officer CRD 6005160

4 more executive officers, with direct contact details

Advisory reps 3 of 1,036

• Christopher Paul Aeillo Registered Rep · Investment Adviser Rep CRD 7339416
• Blace Chandler Albert Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7256649
• John M Albert Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5553318

1,033 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 Firstcomm Plz
Fort Worth, TX 76109

County

Tarrant

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: wehireleaders.com

Every state, with registration dates

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