# Foster Victor

> Foster Victor is an SEC-registered investment advisory firm in Greenville, SC, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 283656
- Filed as: FOSTER VICTOR
- Legal name: Foster Victor Wealth Advisors, LLC
- Also doing business as: FOSTER VICTOR WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283656
- AdvisorCensus page: https://advisorcensus.com/firm/foster-victor-greenville-sc-283656

## Quick answers

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

**Where is Foster Victor located?**
Foster Victor's principal office is in Greenville, SC, according to its Form ADV.

**Is Foster Victor registered with the SEC or a state?**
Foster Victor is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283656.

**How much does Foster Victor manage?**
Foster Victor reports $2,644,715,238 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (94% discretionary).

**How have Foster Victor's assets and staff changed since 2021?**
In the Form ADV data for Foster Victor: Regulatory assets under management: $741,235,597 in the October 2021 data and $2,644,715,238 in the October 2026 data, up 257%. Total employees: 22 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Foster Victor serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (904); high net worth individuals (734); corporations or other businesses not listed above (90).

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

**Does Foster Victor 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/283656

**What changed in Foster Victor's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,153,072,996 to $2,644,715,238 (+23%). Employees performing advisory functions went from 19 to 18.

## From the Form ADV filing

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

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

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: $2,644,715,238
- Discretionary: $2,477,639,320
- Non-discretionary: $167,075,918

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 904 | $274,926,742 |
| High net worth individuals | 734 | $2,325,534,203 |
| 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) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $458,397 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $3,086,364 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 90 | $40,709,532 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 42 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CT, DC, FL, GA, IL, KY, LA, MA, MD, MI, MO, NC, 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)
- fostervictor.com
- Instagram @FOSTERVICTORWEATLHADVISORS
- LinkedIn @10784942

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $741,235,597 | 22 | March 16, 2021 |
| October 2022 | $1,117,952,000 | 29 | March 29, 2022 |
| October 2023 | $1,243,196,000 | 30 | May 31, 2023 |
| October 2024 | $1,690,375,352 | 35 | April 18, 2024 |
| October 2025 | $2,153,072,996 | 38 | June 6, 2025 |
| October 2026 | $2,644,715,238 | 42 | March 30, 2026 |

Regulatory assets under management: $741,235,597 in the October 2021 data and $2,644,715,238 in the October 2026 data, up 257%.
Total employees: 22 in October 2021 and 42 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,153,072,996 to $2,644,715,238 (+23%).
- Employees performing advisory functions went from 19 to 18.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foster Victor (CRD 283656): Form ADV filing data as of October 2026.