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First Command Bank

First Command Bank is a RIA based in Fort Worth, TX with $646M in AUM.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$645.7M
Total Assets
4K
Accounts
$175.0K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   First Command Financial Services, Inc. (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
William David White Pres/Ceo/Doo/Dir 04/01/1997
Michael Francis Morrison CFO 04/01/1997
Robert Francis Watson CLO 04/01/1998
Lamar Clarence Smith Cob/Dir 04/01/1997
Elise Marie John DIR 06/01/2000

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
1 Firstcomm Plaza
Fort Worth , TX 76109-4999
Phone Number: 888-763-7603

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets