Data / Investment advisers / Missouri / Family Investment Center
Family Investment Center, Saint Joseph, MO: $689 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Family Investment Center is an SEC registered investment adviser with its main office in Saint Joseph, Missouri and reports $689 million in regulatory assets under management in its Form ADV filed October 9, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Family Investment Center (CRD number 113799): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 113799
- SEC file number
- 801-63744
- SEC status
- Approved, effective January 3, 2005
- Legal name
- Family Investment Center, Inc.
- Main office
- 3805 Beck Road, Saint Joseph, MO 64506
- Phone
- (816) 233-4100
- Regulatory AUM
- $689,320,394 in the Form ADV filed October 9, 2026
- Discretionary AUM
- $675,399,680
- Non discretionary AUM
- $13,920,714
- Accounts
- 2,200
- Employees
- 20, of which 12 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 265 | $499.7 million |
| Individuals (other than high net worth individuals) | 608 | $150.8 million |
| Charitable organizations | 4 | $19.9 million |
| Pension and profit sharing plans | 6 | $11 million |
| Corporations or other businesses | 11 | $7.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $689.3 million | January 26, 2026 |
| December 1, 2025 | $595.9 million | October 27, 2025 |
Other advisers in Missouri
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tbg-Bedford Group LLC | Saint Louis | $758.1 million | Not listed | adviserinfo.sec.gov |
| RBF Wealth Advisors | St. Louis | $716.1 million | Not listed | adviserinfo.sec.gov |
| Precision Wealth Strategies, LLC | St. Louis | $711 million | Not listed | adviserinfo.sec.gov |
| Duncker Streett & Co. | St. Louis | $707.3 million | Not listed | adviserinfo.sec.gov |
| Benjamin F. Edwards Wealth Management, LLC | St. Louis | $705.4 million | Not listed | adviserinfo.sec.gov |
| Foundation Wealth Management, LLC | Clayton | $660.6 million | Not listed | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | $659.5 million | Not listed | adviserinfo.sec.gov |
| Axius Advisors LLC | Saint Charles | $623.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Missouri
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Family Investment Center on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.