Investment adviser · CRD 113799
FAMILY INVESTMENT CENTER
Investment adviser filing (IA)
FAMILY INVESTMENT CENTER, INC.
SAINT JOSEPH, MO, United States · Form ADV filed Jan 26, 2026
- Regulatory AUM
- $689M Form ADV · Item 5.F
- Client accounts
- 2,200 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 265 | $499,704,390 | 72.5% |
| Individuals | 608 | $150,780,502 | 21.9% |
| Charities | Fewer than 5 | $19,896,106 | 2.9% |
| Retirement plans | 6 | $11,034,997 | 1.6% |
| Corporations & businesses | 11 | $7,904,399 | 1.1% |
Filing source
Form ADV 2043849 · Jan 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3805 BECK ROADSAINT JOSEPH, MO, 64506, United States
CRD 113799
Filing source
Form ADV 2043849 · Jan 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.