Family Investment Center
Saint Joseph, MO·SEC-registered · CRD #113799
Family Investment Center is an SEC-registered investment advisory firm in Saint Joseph, MO managing $689M across 2.2k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$689M
Client accounts
2.2k
Advisory staff
12
Fee model
Fee-based
How Family Investment Center is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Family Investment Center
How much does Family Investment Center manage?
Per its most recent SEC Form ADV filing (01/26/2026), Family Investment Center reports $689M in regulatory assets under management across roughly 2.2k client accounts.
How does Family Investment Center charge?
Family Investment Center is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Family Investment Center a fiduciary?
Yes. Family Investment Center is registered with the U.S. Securities and Exchange Commission (CRD #113799), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Family Investment Center taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Family Investment Center and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Family Investment Center's public SEC Form ADV filing (CRD #113799, filed 01/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Family Investment Center. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Family Investment Center? Claim this profile.