FOSTER VICTOR

RIASEC RegisteredEst. 2016

Total AUM

$2.6B

Discretionary

$2.5B

94% of AUM

Avg account

$387K

Accounts

6,830

Employees

Advisory reps

Firm details

Headquarters: GREENVILLE, South Carolina
CRD number: 283656
Registered since: May 4, 2016
Website: fostervictor.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.93%
Individuals10.4%
Corporations / Businesses1.54%
Insurance Companies0.12%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Foster Victor is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm serves both individual/family and institutional clients and combines financial planning with portfolio management for individuals, small businesses, and institutions. Its revenue model mixes AUM-based fees and fixed fees, and the firm also operates as an insurance broker. Foster Victor identifies equities as its preferred exposure and is not characterized as an active ESG investor or a multi-state adviser. The firm reports being owned by an individual and does not operate as a capital allocator; instead, it relies on third-party managers for alternative investments and uses mutual funds and exchange-traded products for core exposures. Citywire recognized Foster Victor in its "50 Growers Across America" list for 2020, 2021, and 2022.