SAINT JOSEPH, MOCRD 113799Latest ADV January 26, 2026
Family Investment Center is an SEC registered investment adviser organized as a corporation with a primary office location in Saint Joseph, MO. Its latest Form ADV filing, dated January 26, 2026, reports $689M in regulatory assets under management, 20 employees, 2 offices, and 2,200 accounts.
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
608
2
HNWI
29.6%
265
3
Corporations
1.2%
11
4
Pension Plans
0.7%
6
5
Charitable
0.4%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$689Mas of January 26, 2026
Discretionary98.0%
$675M
98% of total RAUM98.0%
Non-discretionary2.0%
$14M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$689M
Total Accounts2,200
10Y AUM Change+$547M (+384.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee45:1
10Y Employee Change+15 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.