FOSTER VICTOR

Legal name: FOSTER VICTOR WEALTH ADVISORS, LLC

CRD 283656File 801-107775

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.64B

Top 25% of cohort (national)

Discretionary AUM

$2.48B

Non-discretionary $167.1M

Clients

1,728

6,830 accounts

Employees

Top 10% of cohort in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 4, 2016
Principal office: 10 TOY STREET, SUITE 200, GREENVILLE, SC, 29601
Phone: (864) 720-2000
Website: HTTP://WWW.FOSTERVICTOR.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.64B
Discretionary AUM: $2.48B
Non-discretionary AUM: $167.1M
Discretionary accounts: 5,319
Non-discretionary accounts: 1,511
Total accounts: 6,830
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	90	$40.7M
Insurance companies	Fewer than 5	$3.1M
Charitable organizations	Fewer than 5	$458K
High net worth individuals	734	$2.33B
Individuals (other than high net worth individuals)	904	$274.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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 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.