Foster & Motley

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Trust Score 98%
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Foster & Motley, federally registered in 1996, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 18 advisors. Foster & Motley manages $1.3 billion and provides investment advisory services for 633 clients (1:36 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: September 21st, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) 41 / 7,646
Top Advisors View Advisors
Minimum Investment $1,000,000
Average Client Balance $2,058,259
Dually-Registered No
Disciplinary History No
Total AUM $1.3 billion
Advisor / Client Ratio 1:36
Headquarters Cincinnati, OH
SEC Filings Forms and Brochures    (CRD # 106905)
State(s) Registered AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NJ, NY, NC, OH, TX


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Richard wrote: Does this firm have a representative in southern Louisiana?

1 month ago
Response from Jessica H at Investor.com

We were unable to locate a physical office in Louisiana, but Foster & Motley is registered to conduct business in your state and may be able to assist you remotely.