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FAMILY INVESTMENT CENTER
Legal name: FAMILY INVESTMENT CENTER, INC.
CRD 113799File 801-63744
APPROVED
Retail clients
Filing as of Jan 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$689.3M
Above cohort median (national)
Discretionary AUM
$675.4M
Non-discretionary $13.9M
Clients
894
2,200 accounts
Employees
20
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2005
- Principal office
- 3805 BECK ROAD, SAINT JOSEPH, MO, 64506
- Phone
- 816-233-4100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $689.3M
- Discretionary AUM
- $675.4M
- Non-discretionary AUM
- $13.9M
- Discretionary accounts
- 2,185
- Non-discretionary accounts
- 15
- Total accounts
- 2,200
- AUM per client
- $771K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $7.9M |
| Charitable organizations | Fewer than 5 | $19.9M |
| High net worth individuals | 265 | $499.7M |
| Pension and profit sharing plans | 6 | $11.0M |
| Individuals (other than high net worth individuals) | 608 | $150.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.