San Antonio, TX Oakwell Farms Pkwy Office

Team
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First Command Advisory Services

Enterprise

Firm-wide stats for First Command Advisory Services

Total advisors

1,031

Across 280 offices

Clients per advisor

110 High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

First Command Advisory Services, Inc. is an SEC‑registered investment adviser that serves individuals, corporate and charitable clients and has a long-standing focus on active‑duty service members and their families. It offers financial planning (including complimentary planning for certain service members and a paid Tailored Professional Services option) and multiple wrap‑fee asset management programs — Partners, Foundations, Select, Premier Income, and Elite — covering model portfolios built from mutual funds, ETFs, separately managed fixed‑income accounts, unified managed accounts and third‑party managed sleeves.

The firm delivers investment management through a centralized Investment Management Team (IMT) and Wealth Portfolio Managers who design, monitor and rebalance Model Portfolios and select third‑party managers from prescreened lists; clients grant FCAS discretionary authority under an Investment Management Agreement for ongoing implementation. FCAS uses Envestnet’s platform for portfolio administration and Pershing for custody and execution, and maintains program features such as Fund Partner‑specific Models (Partners uses Fidelity, Franklin Templeton, Invesco and BlackRock) and passively focused ETF Models in Foundations.

A distinctive operational feature is that clients generally do not choose independent external advisers to manage assets in the firm’s advisory programs — manager and sleeve selections are made by the IMT/WPM from approved universes and third‑party managers must be IMT‑approved. Other noteworthy aspects include the firm’s employee‑ownership structure, its emphasis on in‑person financial coaching, and program constraints (e.g., fund‑partner or platform share‑class limitations) that can restrict the choice of funds or outside adviser involvement compared with some peers.

Based on First Command Advisory Services

Expertise

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing

Based on First Command Advisory Services

Occupation focus

Self-Employed

Based on First Command Advisory Services

Demographic focus

Young Professionals

Based on First Command Advisory Services

Location

1919 Oakwell Farms Pkwy Ste 200

San Antonio TX 78218

Advisors at this office

6

Advisors at this office

user avatar

James G

Series 66

San Antonio, TX

First Command Advisory Services

James Geddie is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds the Series 66 designation and has been with First Command in various roles since 2016. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Brann C

Series 66

San Antonio, TX

First Command Advisory Services

Brann Calvetti is a Series 66-licensed financial advisor with First Command Advisory Services, bringing seven years of industry experience. His background includes roles within multiple First Command entities since 2018 and service with the United States Department of Defense dating back to 2014. Outside of his advisory work, he serves as Treasurer on the Church Council of King of Kings Lutheran Church, managing financial oversight and accountability. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and managers from prescreened lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Wesley M

CFP®, Series 63, Series 65

San Antonio, TX

First Command Advisory Services

Wesley Mlcak is a CFP® professional with 22 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within the First Command organization since 2007, covering advisory and insurance roles. Wesley established an LLC for tax reporting purposes but does not engage in business activities outside of his primary role. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, implemented through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Justin B

Series 66

San Antonio, TX

First Command Advisory Services

Justin Blauvelt is a financial advisor at First Command Advisory Services in San Antonio, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at First Command Insurance Services, First Command Brokerage Services, Tatonduk Outfitters Ltd., and Scoobeez, Inc. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Taylor G

Series 66

San Antonio, TX

First Command Advisory Services

Taylor Gaudlitz is a financial advisor with First Command Advisory Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. Prior to joining First Command, Taylor worked in roles including at Instacart and the Cockrell Butterfly Center at the Houston Museum of Natural Science. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to oversee portfolio construction and manager selection.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Cindy C

Series 63, Series 65

San Antonio, TX

First Command Advisory Services

Cindy Crow is a financial advisor with First Command Advisory Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked within affiliated First Command entities since 2012. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
View complete list of advisors at this office
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