WEST DES MOINES, IACRD 107148Latest ADV March 27, 2026
Foster Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in West Des Moines, IA. Its latest Form ADV filing, dated March 27, 2026, reports $4.8B in regulatory assets under management, 93 employees, 1 office, and 7,346 accounts.
Assets Under Management
$4.8B
Employees
93
Offices
1 office
Total Clients
2,101
Primary office
WEST DES MOINES, IA
6601 WESTOWN PARKWAY, SUITE 100, WEST DES MOINES, IA, United States
Top client segmentIndividuals represent 59.1% of total clients.
Top client categories% of clientsClients
1
Individuals
59.1%
1,241
2
HNWI
34.0%
715
3
Corporations
2.9%
60
4
Charitable
2.1%
45
5
Irrevocable Trusts/Estates
1.9%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.8Bas of March 27, 2026
Discretionary96.4%
$4.6B
96% of total RAUM96.4%
Non-discretionary3.6%
$171M
4% of total RAUM3.6%
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$4.8B
Total Accounts7,346
10Y AUM Change+$3.0B (+167.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees93
Clients per Employee23:1
10Y Employee Change+47 (+102.2%)
* 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.