Family Investment Center, Inc.
- Regulatory AUM
- $689M
- Discretionary
- $675M
- Clients
- 894
- Avg AUM / client
- $771K
- Accounts
- 2,200
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 608 | $151M | 21.9% |
| High net worth individuals | 265 | $500M | 72.5% |
| Pension and profit sharing plans | 6 | $11.0M | 1.6% |
| Charitable organizations | 4 | $19.9M | 2.89% |
| Corporations and other businesses | 11 | $7.9M | 1.15% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thaddus "Dan" S Danford | Chairman Of The Board, Principal | CFP | Jun 1998 (28y) | 10% – 25% |
| Richard Christopher Salmen | Chief Executive Officer, Principal | CFP CFA | Oct 2017 (9y) | 25% – 50% |
| Nathan Cole Goodman | Chief Operating Officer, Principal, Chief Compliance Officer | CFP | Jan 2018 (9y) | 25% – 50% |
| Taren Rae Mcmurray | President , Principal | CFP | Jan 2018 (9y) | 10% – 25% |
| Samuel Dean Harrison | Chief Investment Officer | CFP | Apr 2023 (3y) | Less than 5% |
| Christopher Ray Stiens | Registered representative | Nov 2012 (14y) | ||
| Christine Denise Danford | Registered representative | Sep 2018 (8y) | ||
| Sidney Michelle Davis | Registered representative | Jun 2021 (5y) | ||
| Winston Alan Meyer | Registered representative | CFP | Jan 2023 (4y) | |
| Tanner Benjamin Garrett | Registered representative | CFP | Jun 2023 (3y) | |
| Daniel John Ahl | Registered representative | Sep 2025 (1y) | ||
| Paul Donald Albright | Registered representative | Oct 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/26/2026 | 937 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $675M (98% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 26, 2026.
View current Form ADV (SEC/IAPD) ↗