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 that has been SEC-registered since 2005 and is owned by an individual principal. The firm serves both individual/family clients and institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, pension-related consulting services, and investor education through newsletters and seminars. Its fee model includes assets-under-management fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and maintains a non-multi-state adviser posture. Citywire recognized the firm in 2021 with inclusion in a "50 Growers Across America" list.

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

    Chief Investment OfficerCRD 7258138

Contacts

3 of 11

  • NATHAN GOODMAN

    Financial PlannerCRD 5651502

  • Christine Danford

    Investment Advisor RepresentativeCRD 7022910

  • Tanner Garrett

    Associate AdvisorCRD 7764807

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 69

Active vs passive

$517M in ETFs

Passive

51%

$265M

Active

46%

$252M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV)VanguardPassiveIntermediate Core Bond$74.6M966,95814.44%
Unlock additional holdings →

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