CRD: 113799
Family Investment Center
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
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Daniel John Ahl
ASSOCIATE ADVISOR
- CRD
- #7439648
PAUL DONALD ALBRIGHT
ASSISTANT ADVISOR
- CRD
- #6444833
Showing 2 of 23 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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