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Family Investment Center, Inc.
Family Investment Center, Inc. is a registered investment advisory firm headquartered in St. Joseph, Missouri with an additional office in Lenexa, Kansas. Founded in 1998 by Dan Danford, the firm provides financial planning and investment management services primarily to individuals, families, and organizations. The firm's approach centers on research-based, commission-free advice, emphasizing long-term planning and total financial wellness. As of 2025, the employee count includes Danford and newer partners/shareholders Richard Salmen, Nathan Goodman, and Taren McMurray, among others. The firm serves clients seeking a fiduciary relationship with advisors and is recognized for integrating family values with modern investment advice.
Investment Strategy
Family Investment Center employs a research-driven, goal-based investment philosophy, typically focusing on long-term growth and asset allocation tailored to each client’s needs. Their strategy includes fundamental security analysis, portfolio diversification across general securities, mutual funds, and government securities, and fee-only management with no sales commissions or charges. The firm ensures fiduciary alignment with client interests and limits discretionary authority on client accounts. Their holistic process prioritizes education, regular communication, and strategic planning to help clients pursue meaningful life goals while achieving risk-aware investment returns.
Latest 13F Filing Activity
Family Investment Center, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 102 equity positions with a total 13F market value of $482M. The fund increased holdings in Vanguard BD Index FDS, J P Morgan Exchange Traded F, PIMCO Etf TR among other positions. Family Investment Center, Inc. reduced exposure to Invesco Exch Traded FD TR II, Litman Gregory FDS TR, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIV | VANGUARD BD INDEX FDS | 14.24% | $68.6M | 877,903 | $76.55 | $78.09 | +$14.4M |
P PYLD | PIMCO ETF TR | 10.41% | $50.1M | 1,867,982 | $26.34 | $26.84 | +$6.1M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 9.48% | $45.6M | 622,595 | $61.96 | $73.29 | +$1.9M |
S SPMO | INVESCO EXCH TRADED FD TR II | 9.31% | $44.8M | 370,351 | $85.14 | $121.06 | -$2.8M |
R RISR | TIDAL TRUST I | 6.47% | $31.1M | 868,889 | $36.32 | $35.84 | +$2.0M |
Industry Allocation
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