Foster & Motley

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Trust Score 98%
Trust Score  info_outline

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: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Anthony Robert Luckhardt
Avg Advisor Trust Score 97
Avg Advisor Years Registered 10
Minimum Investment $1,000,000
Average Client Balance $2,058,259
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

Questions & Answers

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

3 months ago
Response from Jessica H at

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.