Family Investment Center

RIASEC RegisteredEst. 2005
Total AUM
$689M
Discretionary
$675M
98% of AUM
Avg account
$313K
Accounts
2,200
Employees
20
Advisory reps
13

Firm details

Headquarters
Saint Joseph, Missouri
CRD number
113799
Registered since
January 3, 2005
Website
www.familyinvestmentcenter.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.49%
  • Individuals21.87%
  • Charitable Organizations2.89%
  • Pension & Profit Sharing Plans1.6%
  • Corporations / Businesses1.15%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Family Investment Center is an independent registered investment adviser organized as a corporation and SEC-registered since 2005. The firm is individually owned and serves both individual and family clients as well as institutional accounts. Its advisory model combines portfolio management and financial planning with supplemental services such as periodic publications and educational seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not self-identify as an active ESG investor. Citywire included Family Investment Center in its "50 Growers Across America" list in 2021.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 8%, Cash & Cash Equivalents 8%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents8%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • Jill Moore

    Chief Administrative OfficerCRD 8215579

  • Samuel Harrison

    Samuel Harrison

    Chief Investment OfficerCRD 7258138

Contacts

3 of 11
  • Nathan Goodman

    Nathan Goodman

    Financial PlannerCRD 5651502

  • Christine Danford

    Christine Danford

    Investment Advisor RepresentativeCRD 7022910

  • Tanner Garrett

    Tanner Garrett

    Associate AdvisorCRD 7764807

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 74

Active vs passive

$583M in ETFs

Passive

52%

$303M

Active

45%

$280M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV)VanguardPassiveIntermediate Core Bond$79.7M1,038,71413.65%
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Location

Primary office

Saint Joseph, MO

Buchanan

Location

Saint Joseph, MO

Headquartered in Saint Joseph, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Buchanan
Address
3805 Beck Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth