FOSTER GROUP, INC.

CRD 107148File 801-38507

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.78B

Top 25% of cohort (national)

Discretionary AUM

$4.60B

Non-discretionary $170.8M

Clients

2,061

7,346 accounts

Employees

Top 25% of cohort in IA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: May 30, 1991
Principal office: 6601 WESTOWN PARKWAY, SUITE 100, WEST DES MOINES, IA, 50266
Phone: 515-226-9000
Website: HTTPS://WWW.FACEBOOK.COM/FOSTERGRP/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.78B
Discretionary AUM: $4.60B
Non-discretionary AUM: $170.8M
Discretionary accounts: 6,514
Non-discretionary accounts: 832
Total accounts: 7,346
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	60	$393.5M
Charitable organizations	45	$271.3M
High net worth individuals	715	$3.16B
Individuals (other than high net worth individuals)	1,241	$872.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	2101	2061
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.