Sidney Davis
Family Investment Center · Saint Joseph, Missouri
Sidney Davis is a fee-only financial advisor at Family Investment Center in Saint Joseph, Missouri.
- $689M
- Firm assets managed
- $313,000
- Firm's average account
- 2021
- First securities exam
How does Sidney's firm compare?
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Family Investment Center's average account is about $313,000, from its Form ADV (assets managed divided by 2,200 accounts).
Questions about Sidney
Is Sidney Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sidney Davis holds no broker registration, and Family Investment Center reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sidney Davis charge for financial advice?
Sidney's firm, Family Investment Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sidney Davis based?
Sidney Davis is based in Saint Joseph, Missouri.
Is Sidney Davis registered with the SEC?
Yes. Sidney Davis is registered as an investment adviser representative in KS, MO and TX (CRD 7393682), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family Investment Center manage?
Family Investment Center reports $689.3M across 2,200 accounts in assets under management.
How do I contact Sidney Davis?
Through Sidney Davis's website, moneyisfreedomfic.wordpress.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Family Investment Center |
|---|---|
| Based in | Saint Joseph, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $689.3M across 2,200 accounts |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 7393682 |
| Exams passed | Series 65 (2021) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | moneyisfreedomfic.wordpress.com |
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Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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