CRD: 281958
First Command Advisory Services
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-2005
- Office Locations
- 267
Office Locations
About First Command Advisory Services
First Command Advisory Services provides financial advice and complimentary financial planning for active-duty military and their immediate family, serving service members, veterans, and families from early career through retirement. The firm operates hundreds of offices, many near military installations, and publishes market and economic outlooks from its CIO and investment management team. Recognized as a 2025 Military Friendly Top 10 Brand.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $24.4B between December 26, 2025 and July 21, 2026.
Across 5 reported observations, AUM increased 29.5% between October 24, 2022 and July 21, 2026, from $18.9B to $24.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1,155 advisory representatives and 114,604 clients, or 99.2 clients per representative. That equates to $213.2K in reported AUM per client.
The profile lists 267 reported office locations and 21 years in operation. The source data was last updated on July 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full First Command Advisory Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TINA KATHERINE CADDELL
Director, VICE PRESIDENT
- CRD
- #3041675
- Ownership
- Less than 5%
Heidi Elizabeth Cerbone
TREASURER, VICE PRESIDENT
- CRD
- #5734664
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Christopher Paul Aeillo
Financial Advisor, General Partner
- CRD
- #7339416
Blace Chandler Albert
Financial Advisor, General Partner
- CRD
- #7256649
Showing 2 of 1049 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,429,418,155 | $215,065 |
| Non-Discretionary | $0 | -- |
| Total | $24,429,418,155 | $215,065 |
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Separately Managed Accounts
SMA allocation detail is available
First Command Advisory Services has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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First Command Advisory Services's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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