Foster Investment Services
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 286471
- Website
- www.fosterinvestment.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals95.97%
- Charitable Organizations3.59%
- Corporations / Businesses0.45%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Foster Investment Services is an independent, individual-owned registered investment adviser that manages portfolios for individuals and small businesses. The firm operates on a percentage-of-assets fee model and focuses on discretionary portfolio management rather than acting as a capital allocator. It does not report active ESG integration, is not a multi-state adviser, and does not identify as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds37%
- Exchange Traded Equities30%
- US Government Bonds16%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents4%
Contacts
2 of 2George Foster
Administrative AssistantCRD 7532961
Logan Foster
Managing MemberCRD 2124097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lexington, KY
Fayette
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- Fayette
- Address
- 151 Prosperous Pl
- Time zone
- CT (UTC-6)
- Office locations
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