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FOSTER & MOTLEY INC
FOSTER & MOTLEY, INC.
CRD 106905 · SEC 801-53289
7755 MONTGOMERY ROAD, SUITE 100, CINCINNATI, OH, 45236, United States
Phone
513-561-6640
Fax
513-272-7527
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.94B
Discretionary AUM
$2.88B
Team
51 total employees; 22 advisory reps; 38 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 251 | $111.4M |
| High net worth individuals | 668 | $2.78B |
| Pension/profit sharing plans | 2 | $1.2M |
| Charitable organizations | 3 | $34.5M |
| Corporations/business entities | 2 | $13.6M |
States served
AZ, CA, CO, GA, IL, IN, KY, MA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD