Hedge Fund Database

FAMILY INVESTMENT CENTER

FAMILY INVESTMENT CENTER, INC. Legal Name

Adviser information for FAMILY INVESTMENT CENTER last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Missouri, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 10
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,909 $510.5M
Non-Discretionary 9 $5.2M
Total 1,918 $515.7M

Clients

Type Number RAUM
Individuals 556 $130.9M
HNW Individuals 231 $363.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 6 $4.8M
Charitable organizations <5 $16.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 5 $687,093
Other 0 $0
Type Number
No. of Non-RAUM Clients 54
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-63744
SEC ERA File Number 801-63744
SEC CIK Numbers 1897700
SEC CRD Numbers 113799
Legal Entity Identifier None

Principal Office

3805 BECK ROAD
SAINT JOSEPH
MO
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 816-233-4100, Fax: 816-233-3533

Websites

twitter.com/family_finances www.linkedin.com/in/richardsalmen/ moneyisfreedomfic.wordpress.com/ www.familyinvestmentcenter.com www.ficsj.com www.fickc.com www.linkedin.com/in/ddanford/ www.richardsalmen.com www.facebook.com/familyinvestmentcenter www.youtube.com/user/dandanford

Chief Compliance Officer

NATHAN C GOODMAN
CHIEF OPERATING OFFICER
3805 BECK ROAD
SAINT JOSEPH
MO
United States
Tel: 913-924-2512
(Full email address available in API data)

Regulatory Contact

DAN DANFORD
CHAIRMAN OF THE BOARD
3805 BECK ROAD
SAINT JOSEPH
MO
United States
Tel: 816-233-4100
Fax: 816-233-3533
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DANFORD, THADDUS "DAN", S Individual – CHAIRMAN OF THE BOARD, PRINCIPAL 07/2007 10-25%
SALMEN, RICHARD, CHRISTOPHER Individual – CHIEF EXECUTIVE OFFICER, PRINCIPAL 10/2017 25-50%
McMurray, Taren, Rae Individual – PRESIDENT , PRINCIPAL 01/2018 10-25%
GOODMAN, NATHAN, COLE Individual – CHIEF OPERATING OFFICER, PRINCIPAL, CHIEF COMPLIANCE OFFICER 01/2018 25-50%

No. Employees, Historic

2010020192020202120222023202420258 on 4/1/20198 on 4/4/20198 on 4/18/20198 on 7/2/20197 on 11/25/20197 on 2/10/202014 on 3/2/202014 on 6/18/202014 on 8/12/202014 on 9/9/202014 on 3/9/202114 on 3/29/202114 on 5/11/202115 on 6/29/202115 on 7/15/202115 on 7/26/202116 on 9/21/202116 on 11/1/202116 on 12/20/202116 on 2/1/202216 on 11/3/202216 on 1/3/202316 on 1/26/202319 on 2/15/202317 on 4/19/202318 on 5/8/202318 on 5/30/202319 on 7/19/202318 on 2/1/202418 on 2/15/202417 on 3/21/2024

RAUM, Historic

600M300M02019202020212022202320242025280827159 on 4/1/2019280827159 on 4/4/2019280827159 on 4/18/2019280827159 on 7/2/2019280827159 on 11/25/2019280827159 on 2/10/2020321596358 on 3/2/2020321596358 on 6/18/2020321596358 on 8/12/2020321596358 on 9/9/2020402051853 on 3/9/2021402051853 on 3/29/2021402051853 on 5/11/2021402051853 on 6/29/2021402051853 on 7/15/2021402051853 on 7/26/2021402051853 on 9/21/2021402051853 on 11/1/2021402051853 on 12/20/2021483548203 on 2/1/2022483548203 on 11/3/2022483548203 on 1/3/2023483548203 on 1/26/2023431690738 on 2/15/2023431690738 on 4/19/2023431690738 on 5/8/2023431690738 on 5/30/2023431690738 on 7/19/2023515700484 on 2/1/2024515700484 on 2/15/2024515700484 on 3/21/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025615 on 4/1/2019615 on 4/4/2019615 on 4/18/2019615 on 7/2/2019615 on 11/25/2019615 on 2/10/2020647 on 3/2/2020647 on 6/18/2020647 on 8/12/2020647 on 9/9/2020641 on 3/9/2021641 on 3/29/2021641 on 5/11/2021641 on 6/29/2021641 on 7/15/2021641 on 7/26/2021641 on 9/21/2021641 on 11/1/2021641 on 12/20/20211605 on 2/1/20221605 on 11/3/20221605 on 1/3/20231605 on 1/26/2023753 on 2/15/2023753 on 4/19/2023753 on 5/8/2023753 on 5/30/2023753 on 7/19/2023802 on 2/1/2024802 on 2/15/2024802 on 3/21/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL C 299K 2K –
AMAZON COM INC COM 323K 2K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 432K 7K –
AMERICAN CENTY ETF TR INTL EQT ETF 11M 178K –
AMERICAN CENTY ETF TR US SML CP VALU 22M 247K –
APPLE INC COM 2M 9K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 978K 2K –
BROADCOM INC COM 316K 197 –
CHEVRON CORP NEW COM 265K 2K –
CONOCOPHILLIPS COM 214K 2K –
COSTCO WHSL CORP NEW COM 317K 372 –
DIMENSIONAL ETF TRUST US EQUITY ETF 1M 18K –
DIMENSIONAL ETF TRUST EMERGING MKTS VA 11M 386K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 266K 4K –
ELI LILLY & CO COM 292K 323 –
ETF OPPORTUNITIES TRUST REX FANG & INNOV 401K 7K –
EXXON MOBIL CORP COM 1M 9K –
FIDELITY COMWLTH TR NASDAQ COMPSIT 266K 4K –
FORD MTR CO DEL COM 329K 26K –
HOME DEPOT INC COM 522K 2K –
INVESCO EXCH TRADED FD TR II SR LN ETF 20M 956K –
INVESCO EXCH TRADED FD TR II VAR RATE PFD 219K 9K –
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 25M 289K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 31M 495K –
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 21M 215K –
INVESCO QQQ TR UNIT SER 1 2M 3K –
ISHARES INC CORE MSCI EMKT 1M 27K –
ISHARES TR MORNINGSTAR GRWT 293K 4K –
ISHARES TR CORE INTL AGGR 431K 9K –
ISHARES TR TIPS BD ETF 298K 3K –
ISHARES TR RUS 1000 GRW ETF 647K 2K –
ISHARES TR CORE S&P500 ETF 237K 434 –
ISHARES TR CORE US AGGBD ET 4M 41K –
ISHARES TR RUS MID CAP ETF 243K 3K –
ISHARES U S ETF TR COMMODITY CURVE 11M 498K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 230K 4K –
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 28M 443K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 288K 5K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 509K 10K –
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 1M 21K –
JPMORGAN CHASE & CO. COM 300K 1K –
LITMAN GREGORY FDS TR IMGP DBI MANAGED 17M 565K –
MARSH & MCLENNAN COS INC COM 221K 1K –
META PLATFORMS INC CL A 398K 790 –
MICROSOFT CORP COM 810K 2K –
MID-AMER APT CMNTYS INC COM 205K 1K –
NORFOLK SOUTHN CORP COM 1M 7K –
NVIDIA CORPORATION COM 355K 3K –
OREILLY AUTOMOTIVE INC COM 277K 262 –
PEPSICO INC COM 252K 2K –
PIMCO ETF TR MULTISECTOR BD 9M 351K –
PIMCO ETF TR ENHNCD LW DUR AC 1M 11K –
PIMCO ETF TR SR LN ACTIVE ETF 11M 207K –
POWERSHARES ACTIVELY MANAGED AAA CLO FLTNG RT 262K 10K –
PROCTER AND GAMBLE CO COM 377K 2K –
SCHWAB STRATEGIC TR US LRG CAP ETF 266K 4K –
SCHWAB STRATEGIC TR US SML CAP ETF 1M 22K –
SCHWAB STRATEGIC TR SHT TM US TRES 939K 20K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 334K 7K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 6M 81K –
SCHWAB STRATEGIC TR US MID-CAP ETF 5M 59K –
SCHWAB STRATEGIC TR INTL EQTY ETF 335K 9K –
SELECT SECTOR SPDR TR SBI INT-UTILS 203K 3K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 831K 22K –
SPDR SER TR RUSSELL YIELD 4M 35K –
TIDAL ETF TR FOLIOBEYOND ALTE 347K 10K –
VANGUARD BD INDEX FDS INTERMED TERM 9M 126K –
VANGUARD BD INDEX FDS LONG TERM BOND 298K 4K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 367K 8K –
VANGUARD INDEX FDS MCAP VL IDXVIP 326K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 483K 2K –
VANGUARD INDEX FDS SM CP VAL ETF 493K 3K –
VANGUARD INDEX FDS SMALL CP ETF 7M 32K –
VANGUARD INDEX FDS S&P 500 ETF SHS 4M 7K –
VANGUARD INDEX FDS MID CAP ETF 8M 32K –
VANGUARD MUN BD FDS TAX EXEMPT BD 272K 5K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 14M 78K –
VANGUARD STAR FDS VG TL INTL STK F 2M 38K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 344K 7K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 9M 137K –
VANGUARD WHITEHALL FDS INTL DVD ETF 792K 10K –
WALMART INC COM 366K 5K –
WISDOMTREE TR ITL HDG QTLY DIV 16M 342K –