CRD: 113799
Family Investment Center
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-1998
- Office Locations
- 3
Office Locations
About Family Investment Center
Family Investment Center is a fee-only fiduciary RIA providing comprehensive financial planning—retirement, estate and tax planning plus tax preparation—alongside portfolio analysis, implementation, and ongoing monitoring. The firm emphasizes disciplined, market-based investing and long-term behavior change for clients who can ignore short-term noise. Custodies with Schwab and is led by CFP/CFA/EA credentialed advisors.
Reported data analysis
What the numbers show
Between October 27, 2025 and January 26, 2026, reported AUM increased 15.7%, from $595.9M to $689.3M.
Across 5 reported observations, AUM increased 42.6% between November 3, 2022 and January 26, 2026, from $483.5M to $689.3M.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 12 advisory representatives and 954 clients, or 79.5 clients per representative. That equates to $722.6K in reported AUM per client.
The profile lists 3 reported office locations and 28 years in operation. The source data was last updated on January 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Family Investment Center record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NATHAN COLE GOODMAN
Advisor, Chief Compliance Officer, CHIEF OPERATING OFFICER, PRINCIPAL
- CRD
- #5651502
- Ownership
- 25% but less than 50%
RICHARD CHRISTOPHER SALMEN
Advisor, Chief Executive Officer, PRINCIPAL
- CRD
- #2230266
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
Unlock allContacts
Daniel John Ahl
ASSOCIATE ADVISOR
- CRD
- #7439648
PAUL DONALD ALBRIGHT
ASSISTANT ADVISOR
- CRD
- #6444833
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $675,399,680 | $309,107 |
| Non-Discretionary | $13,920,714 | $928,048 |
| Total | $689,320,394 | $313,327 |
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Separately Managed Accounts
SMA allocation detail is available
Family Investment Center has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Family Investment Center's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.