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First Command Advisory Services

First Command Advisory Services. CRD 281958

First Command Advisory Services logo

CRD: 281958

First Command Advisory Services

Fort Worth, TX, 76109
8177318621
www.firstcommand.com
$24.4B Total AUM
$24.4B Disc. AUM
7.3% 3Y CAGR
1,787 Employees
114,604 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท Pershing
Clients
Retail and Institutional
Platforms
Catalyst waveFusion element +more
Established Date
07-28-2005
Office Locations
270

Office Locations

1 Firstcomm Plaza Fort Worth TX
1 Perimeter Park South STE 304n Birmingham AL
1 SFC SON TAY RD Fort Bragg NC

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.

Team overview

43 AVG AGE
$21.2M AVG AUM / ADVISOR
$213.2K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1,787 Employees
1,155 Advisory Reps
1,155 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Vertex Pioneer catalyst Fusion element Zenith beacon

Custodian

Pioneer summit Focus optima

Investment Themes

Momentum meridian Matrix North

Investment Vehicles

Crest Pathway beacon

Platform

Catalyst focus

Services

Meridian Beacon North capital Alpha pathway Prime Prime oak Ridge

Technology

Optima vector Legacy pathway Ember summit

Owner & Executives

TINA KATHERINE CADDELL

TINA KATHERINE CADDELL

Director, VICE PRESIDENT

CRD
#3041675
Ownership
Less than 5%
(572) 824-6526
alpha.fusion@summitcapital.com
in linkedin.com/in/vital-optima
H

Heidi Elizabeth Cerbone

TREASURER, VICE PRESIDENT

CRD
#5734664
Ownership
Less than 5%
(301) 988-1082
momentum.element@deltacapital.com
in linkedin.com/in/ember-matrix
B

Beacon fusion

Crest alpha quantum

CRD
#21527
Ownership
41.4%
(282) 831-1296
capital.horizon@alphacapital.com
in linkedin.com/in/wave-signal

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Contacts

C

Christopher Paul Aeillo

Financial Advisor, General Partner

CRD
#7339416
(659) 544-8575
ember.foundation@glaciercapital.com
in linkedin.com/in/unison-momentum
B

Blace Chandler Albert

Financial Advisor, General Partner

CRD
#7256649
(855) 255-5333
glacier.fusion@quantumcapital.com
in linkedin.com/in/horizon-ember
P

Pioneer legacy

Beacon element

CRD
#92311
(435) 775-1883
oak.vertex@summitcapital.com
in linkedin.com/in/value-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-24-2022
10-19-2023
10-30-2024
12-26-2025
06-24-2026
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

Total SMA Asset: $24,429,418,155

$24.4B Total SMA
Private Funds:
40.6%
Equity - Exchange:
10.5%
Cash:
48.9%
Asset class Assets Assets %
Private Funds $2,531,934,529 40.6%
Equity - Exchange $654,810,654 10.5%
Cash $3,049,546,760 48.9%
Total $6,236,291,943 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
WAVE RIDGE WAVE MATRIX RVNO73FKU ZWRB 10.12% $26,635,041
PEAK VERTEX OPTIMA FOUNDATION GMEJKKLPU OOKL 5.00% $21,135,232
HARBOR MATRIX HARBOR EMBER TIMBER FPZ98SEBB LSRD 3.81% $110,971,678
ATLAS OPTIMA GLACIER RIDGE RTE8G3YJM JQUL 12.40% $45,083,899
MATRIX VERTEX HORIZON ALPHA ATLAS 0UVBBRRJT UPUNT 11.49% $2,111,182
VERTEX GLACIER FRONTIER FUSION ATLAS TC7GSB2EC DGGVQ 5.00% $44,620,172
RIDGE EAGLE SUMMIT FOUNDATION SJX8A5B28 DFDC 7.34% $70,203,250
EMBER OPTIMA HORIZON MOMENTUM ATLAS I9FHVT80I APEOU 9.91% $72,951,231

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