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FOSTER GROUP, INC.
CRD 107148File 801-38507
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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
93
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.FOSTERGRP.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,101 | 2,061 | decreased by40 |
| Apr 1, 2026 | Employees | 85 | 93 | increased by8 |
| Apr 1, 2026 | Clients | 1,829 | 2,101 | increased by272 |
| Apr 1, 2026 | AUM | $3,542,998,153 | $4,775,514,804 | increased by$1,232,516,651 |
| Apr 1, 2026 | Accounts | 5,481 | 7,346 | increased by1,865 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 65 | 85 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,700 | 1,829 | increased by129 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,393,383,529 | $3,542,998,153 | increased by$149,614,624 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,626 | 5,481 | increased by855 |
| Apr 1, 2022 | Employees | 59 | 65 | increased by6 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 1,558 | 1,700 | increased by142 |
| Apr 1, 2022 | AUM | $2,639,308,984 | $3,393,383,529 | increased by$754,074,545 |
| Apr 1, 2022 | Accounts | 4,764 | 4,626 | decreased by138 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FOSTER GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOSTER GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.