# Family Investment Center

> Family Investment Center is an SEC-registered investment advisory firm in Saint Joseph, MO, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 113799
- Filed as: FAMILY INVESTMENT CENTER
- Legal name: Family Investment Center, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saint Joseph, MO
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113799
- AdvisorCensus page: https://advisorcensus.com/firm/family-investment-center-saint-joseph-mo-113799

## Quick answers

**How is Family Investment Center compensated?**
On its Form ADV (Item 5.E, October 2026), Family Investment Center reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Family Investment Center located?**
Family Investment Center's principal office is in Saint Joseph, MO, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Family Investment Center registered with the SEC or a state?**
Family Investment Center is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 113799.

**How much does Family Investment Center manage?**
Family Investment Center reports $689,320,394 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (98% discretionary).

**How have Family Investment Center's assets and staff changed since 2021?**
In the Form ADV data for Family Investment Center: Regulatory assets under management: $402,051,853 in the October 2021 data and $689,320,394 in the October 2026 data, up 71%. Total employees: 16 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family Investment Center serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (608); high net worth individuals (265); corporations or other businesses not listed above (11).

**Which custodians does Family Investment Center use?**
Family Investment Center's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Family Investment Center report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113799

**What changed in Family Investment Center's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $595,944,398 to $689,320,394 (+16%). Registered or notice-filed in UT, WI. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $689,320,394
- Discretionary: $675,399,680
- Non-discretionary: $13,920,714

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 608 | $150,780,502 |
| High net worth individuals | 265 | $499,704,390 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $11,034,997 |
| Charitable organizations | 4 | $19,896,106 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 11 | $7,904,399 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2005 (21 years)
- Employees: 20 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IA, IN, KS, LA, MO, NC, NE, NH, TX, UT, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Lenexa, KS

### Websites listed on Form ADV (Item 1.I)
- [familyinvestmentcenter.com](https://familyinvestmentcenter.com)
- [fickc.com](https://fickc.com)
- [ficsj.com](https://ficsj.com)
- [moneyisfreedomfic.wordpress.com](https://moneyisfreedomfic.wordpress.com)
- [richardsalmen.com](https://richardsalmen.com)
- Facebook @FAMILYINVESTMENTCENTER
- LinkedIn @DDANFORD
- LinkedIn @RICHARDSALMEN
- X @FAMILY_FINANCES
- YouTube @DANDANFORD

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $402,051,853 | 16 | September 21, 2021 |
| October 2022 | $483,548,203 | 16 | February 1, 2022 |
| October 2023 | $431,690,738 | 19 | July 19, 2023 |
| October 2024 | $515,700,484 | 16 | July 17, 2024 |
| October 2025 | $595,944,398 | 18 | January 14, 2025 |
| October 2026 | $689,320,394 | 20 | January 26, 2026 |

Regulatory assets under management: $402,051,853 in the October 2021 data and $689,320,394 in the October 2026 data, up 71%.
Total employees: 16 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $595,944,398 to $689,320,394 (+16%).
- Registered or notice-filed in UT, WI.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 9 to 12.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Investment Center (CRD 113799): Form ADV filing data as of October 2026.