# Foster & Motley Inc

> Foster & Motley Inc is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1996, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 106905
- Filed as: FOSTER & MOTLEY INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106905
- AdvisorCensus page: https://advisorcensus.com/firm/foster-and-motley-inc-cincinnati-oh-106905

## Quick answers

**How is Foster & Motley Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Foster & Motley Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Foster & Motley Inc located?**
Foster & Motley Inc's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Foster & Motley Inc registered with the SEC or a state?**
Foster & Motley Inc is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106905.

**How much does Foster & Motley Inc manage?**
Foster & Motley Inc reports $2,936,499,871 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (98% discretionary).

**How have Foster & Motley Inc's assets and staff changed since 2021?**
In the Form ADV data for Foster & Motley Inc: Regulatory assets under management: $1,727,149,224 in the October 2021 data and $2,936,499,871 in the October 2026 data, up 70%. Total employees: 38 in October 2021 and 51 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Foster & Motley Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (668); individuals (other than high net worth individuals) (251); charitable organizations (3).

**Which custodians does Foster & Motley Inc use?**
Foster & Motley Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Foster & Motley Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106905

**What changed in Foster & Motley Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,537,323,649 to $2,936,499,871 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,936,499,871
- Discretionary: $2,881,922,835
- Non-discretionary: $54,577,036

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 251 | $111,373,856 |
| High net worth individuals | 668 | $2,775,900,177 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,157,318 |
| Charitable organizations | 3 | $34,516,180 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $13,552,340 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1996 (29 years)
- Employees: 51 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, KY, MA, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fosterandmotley.com
- fostermotleywealthlife.blubrry.net
- Facebook @FOSTERANDMOTLEY
- Instagram @fosterandmotley
- LinkedIn @FOSTER-&-MOTLEY-INC-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,727,149,224 | 38 | March 24, 2021 |
| October 2022 | $2,057,594,835 | 43 | March 25, 2022 |
| October 2023 | $1,961,366,196 | 47 | March 16, 2023 |
| October 2024 | $2,266,416,534 | 48 | March 28, 2024 |
| October 2025 | $2,537,323,649 | 50 | March 25, 2025 |
| October 2026 | $2,936,499,871 | 51 | March 26, 2026 |

Regulatory assets under management: $1,727,149,224 in the October 2021 data and $2,936,499,871 in the October 2026 data, up 70%.
Total employees: 38 in October 2021 and 51 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,537,323,649 to $2,936,499,871 (+16%).

### January 2026
- No longer registered or notice-filed in MN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foster & Motley Inc (CRD 106905): Form ADV filing data as of October 2026.