FOSTER VICTOR

Legal name: FOSTER VICTOR WEALTH ADVISORS, LLC

CRD 283656File 801-107775

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Oct 1, 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	Change
Apr 1, 2026	Employees	38	42	increased by4
Apr 1, 2026	Clients	1,612	1,728	increased by116
Apr 1, 2026	AUM	$2,153,072,996	$2,644,715,238	increased by$491,642,242
Apr 1, 2026	Accounts	5,795	6,830	increased by1,035
May 1, 2025 vs Oct 1, 2022	Employees	29	38	increased by9
May 1, 2025 vs Oct 1, 2022	Clients	1,228	1,612	increased by384
May 1, 2025 vs Oct 1, 2022	AUM	$1,117,952,000	$2,153,072,996	increased by$1,035,120,996
May 1, 2025 vs Oct 1, 2022	Accounts	3,936	5,795	increased by1,859
Apr 1, 2022	Employees	24	29	increased by5
Apr 1, 2022	Clients	1,171	1,228	increased by57
Apr 1, 2022	AUM	$1,054,231,000	$1,117,952,000	increased by$63,721,000
Apr 1, 2022	Accounts	3,638	3,936	increased by298
Jan 1, 2022	Employees	22	24	increased by2
Jan 1, 2022	Clients	1,067	1,171	increased by104
Jan 1, 2022	AUM	$741,235,597	$1,054,231,000	increased by$312,995,403

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FOSTER VICTOR” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOSTER VICTOR” 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.