LAKE OSWEGO, ORCRD 165362Latest ADV March 20, 2026
Foster & Wood, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 20, 2026, reports $219M in regulatory assets under management, 3 employees, and 222 accounts.
Assets Under Management
$219M
Employees
3
Offices
--
Total Clients
108
Primary office
LAKE OSWEGO, OR
5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 43.5% of total clients.
Top client categories% of clientsClients
1
Individuals
43.5%
47
2
Pension Plans
37.0%
40
3
HNWI
19.4%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of March 20, 2026
Discretionary71.0%
$155M
71% of total RAUM71.0%
Non-discretionary29.0%
$63M
29% of total RAUM29.0%
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.
Total AUM$219M
Total Accounts222
10Y AUM Change+$103M (+89.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee36:1
10Y Employee Change+1 (+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.