# Foster Investment Services

> Foster Investment Services is a state-registered investment advisory firm in Lexington, KY, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 286471
- Filed as: FOSTER INVESTMENT SERVICES
- Legal name: Foster Investment Services Limited Liability Company
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lexington, KY
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286471
- AdvisorCensus page: https://advisorcensus.com/firm/foster-investment-services-lexington-ky-286471

## Quick answers

**How is Foster Investment Services compensated?**
On its Form ADV (Item 5.E, October 2026), Foster Investment Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Foster Investment Services located?**
Foster Investment Services' principal office is in Lexington, KY, according to its Form ADV.

**Is Foster Investment Services registered with the SEC or a state?**
Foster Investment Services is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286471.

**How much does Foster Investment Services manage?**
Foster Investment Services reports $89,906,362 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).

**What types of clients does Foster Investment Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (265).

**Does Foster Investment Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286471

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $89,906,362
- Discretionary: $89,906,362
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 265 | $86,279,976 |
| Charitable organizations | Fewer than 5 | $3,224,928 |
| Corporations or other businesses not listed above | Fewer than 5 | $401,458 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fosterinvestment.net
- Facebook @fosterinvestmentservices
- LinkedIn @fosterinvestmentservices

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foster Investment Services (CRD 286471): Form ADV filing data as of October 2026.