Foster & Motley Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 26, 2026, reports $2.9B in regulatory assets under management, 51 employee, and 926 accounts.
Assets Under Management
$2.9B
Employees
51
Offices
--
Total Clients
926
Primary office
CINCINNATI, OH
7755 MONTGOMERY ROAD, SUITE 100, CINCINNATI, OH, United States
Top client segmentHNWI represent 72.1% of total clients.
Top client categories% of clientsClients
1
HNWI
72.1%
668
2
Individuals
27.1%
251
3
Charitable
0.3%
3
4
Pension Plans
0.2%
2
5
Corporations
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 26, 2026
Discretionary98.1%
$2.9B
98% of total RAUM98.1%
Non-discretionary1.9%
$55M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts926
10Y AUM Change+$1.8B (+152.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees51
Clients per Employee18:1
10Y Employee Change+17 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.