RIA Intel›Advisers›Missouri›FAMILY INVESTMENT CENTER, INC.

FAMILY INVESTMENT CENTER, INC.

Advisory

N·SAINT JOSEPH, MO

Data as of Jan 26, 2026 · Source: SEC Form ADV

Total AUM

$689M

1-Year AUM Growth

+19.5%

3-Year CAGR

+8.6%

Employees

12

Assets Under Management

Total AUM$689M

Discretionary AUM$675M

Non-Discretionary AUM$14M

Discretionary %98%

Total Clients894

Team

Total Employees12

Investment Advisers20

Employee Growth (1Y)-10.0%

Filing History

Total Filings on Record72

First FilingDec 3, 2004

Latest FilingJan 26, 2026

🔒 Full AUM trend chart and 72 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FAMILY INVESTMENT CENTER, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.