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FAMILY INVESTMENT CENTER

SAINT JOSEPH, MO · CRD 113799 · IAPD ↗ · 816-233-4100

$689.3MRegulatory AUM
12Advisory reps
20Employees
60Clients
251-500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — FAMILY INVESTMENT CENTER notice-filed in UT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
December 2025 — FAMILY INVESTMENT CENTER grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2025 — FAMILY INVESTMENT CENTER notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — FAMILY INVESTMENT CENTER crossed $500M in regulatory AUM ($431.7M -> $515.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.