Foster & Motley Inc

RIASEC RegisteredEst. 1996

Total AUM

$2.9B

Discretionary

$2.9B

98% of AUM

Avg account

$3.2M

Accounts

926

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 106905
Registered since: November 18, 1996
Website: www.fosterandmotley.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.53%
Individuals3.79%
Charitable Organizations1.18%
Corporations / Businesses0.46%
Pension & Profit Sharing Plans0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Foster & Motley Inc. is an independent, privately owned registered investment adviser that has been operating since the mid-1990s. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and larger institutions. Beyond portfolio work the firm produces periodicals and runs educational seminars and workshops, indicating an emphasis on client education and thought leadership. Its fee model includes percentage-of-assets, hourly billing, and fixed-fee arrangements, allowing flexibility across different client relationships. Foster & Motley does not identify as an ESG-focused manager and is not organized as a multi-state adviser. The firm has received industry recognition, appearing on CNBC’s Top 100 Financial Advisory Firms lists in multiple years (including 2019, 2020, 2021, 2022, and 2025) and on Financial Advisor Magazine’s Top RIA Firms list in 2020.