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FOSTER & MOTLEY, INC., CRD 106905
CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLIAM MARK MOTLEY | Chartered Financial Analyst | CINCINNATI, OH | 25 | 37 | n/a | no |
| DAVID ALAN FOSTER | n/a | CINCINNATI, OH | 25 | 33 | n/a | no |
| AMY LYNN THOMAS | n/a | CINCINNATI, OH | 25 | 28 | n/a | no |
| ELIZABETH MARCHAL GREEN | Chartered Financial Analyst | CINCINNATI, OH | 23 | 23 | n/a | no |
| LUCAS PARKER HAIL | Certified Financial Planner | CINCINNATI, OH | 23 | 31 | n/a | no |
| ANTHONY ROBERT LUCKHARDT | Certified Financial Planner | CINCINNATI, OH | 17 | 29 | 1 | no |
| THOMAS J. GUIDI | Chartered Financial Analyst | CINCINNATI, OH | 17 | 25 | n/a | no |
| DAVID J NIENABER | Certified Financial Planner | CINCINNATI, OH | 15 | 18 | 1 | no |
| ZACHARY TYLER HORN | Certified Financial Planner | CINCINNATI, OH | 14 | 20 | 1 | no |
| RACHEL ANN RASMUSSEN | Chartered Financial Analyst | CINCINNATI, OH | 12 | 13 | 1 | no |
| BRADLEY MICHAEL SOPER | Chartered Financial Analyst | CINCINNATI, OH | 11 | 12 | n/a | no |
| JOSEPH ANTHONY PATTERSON | Certified Financial Planner | CINCINNATI, OH | 11 | 12 | 1 | no |
| Jeffrey Ryan English | Certified Financial Planner|Chartered Financial Analyst | CINCINNATI, OH | 10 | 10 | n/a | no |
| Zachary Thomas Binzer | Certified Financial Planner | CINCINNATI, OH | 9 | 10 | n/a | no |
| NICOLE EILEEN ROLAND | n/a | CINCINNATI, OH | 8 | 10 | n/a | no |
| Emily Katherine Diaz | Certified Financial Planner | CINCINNATI, OH | 8 | 12 | n/a | no |
| Nicholas Edmund Roth | Certified Financial Planner | CINCINNATI, OH | 8 | 12 | n/a | no |
| Sarah Katherine Browne | Chartered Financial Analyst | CINCINNATI, OH | 4 | 13 | 2 | no |
| Megan Lyons | Certified Financial Planner | CINCINNATI, OH | 2 | 12 | n/a | no |
| Kevin Michael Schmitt | Chartered Financial Analyst | CINCINNATI, OH | 2 | 10 | n/a | no |
| LINDSEY RENEE KEITH | n/a | CINCINNATI, OH | 1 | 17 | 2 | no |
| Andrew Michael Montanus | n/a | CINCINNATI, OH | 1 | 10 | n/a | no |
| Nathaniel Patrick Green | Certified Financial Planner | CINCINNATI, OH | 1 | 11 | n/a | no |
| Allison Elizabeth Koenig | Certified Financial Planner | CINCINNATI, OH | 1 | 12 | n/a | no |
| Nathan Jerome Lorenz | n/a | CINCINNATI, OH | 0 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERNHARD, LAWRENCE, JAMES | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2011 | Mar 26, 2026 | Mar 26, 2026 |
| Binzer, Zachary, Thomas | Shareholder | A | yes | 01/2021 | Mar 26, 2026 | Mar 26, 2026 |
| English, Jeffrey, Ryan | SHAREHOLDER & DIRECTOR | A | yes | 01/2018 | Mar 26, 2026 | Mar 26, 2026 |
| FOSTER, DAVID, ALAN | Shareholder | Na | yes | 01/1997 | Mar 26, 2026 | Mar 26, 2026 |
| GREEN, ELIZABETH, M | Shareholder | A | yes | 01/2006 | Mar 26, 2026 | Mar 26, 2026 |
| GUIDI, THOMAS, J. | SHAREHOLDER & DIRECTOR | A | yes | 01/2012 | Mar 26, 2026 | Mar 26, 2026 |
| HAIL, LUCAS, PARKER | Shareholder | B | yes | 01/2006 | Mar 26, 2026 | Mar 26, 2026 |
| HORN, ZACHARY, TYLER | PRESIDENT, SHAREHOLDER & DIRECTOR | A | yes | 01/2015 | Mar 26, 2026 | Mar 26, 2026 |
| LUCKHARDT, ANTHONY, ROBERT | Shareholder | A | yes | 01/2012 | Mar 26, 2026 | Mar 26, 2026 |
| MOTLEY, WILLIAM, MARK | CHAIRMAN, SHAREHOLDER & DIRECTOR | A | yes | 01/1997 | Mar 26, 2026 | Mar 26, 2026 |
| NIENABER, DAVID, J | SECRETARY, SHAREHOLDER & DIRECTOR | A | yes | 01/2015 | Mar 26, 2026 | Mar 26, 2026 |
| PATTERSON, JOSEPH, ANTHONY | SHAREHOLDER & DIRECTOR | A | yes | 01/2017 | Mar 26, 2026 | Mar 26, 2026 |
| RASMUSSEN, RACHEL, ANN | SHAREHOLDER & DIRECTOR | A | yes | 01/2019 | Mar 26, 2026 | Mar 26, 2026 |
| SCHERER, RALPH, JACOB | Shareholder | Na | yes | 12/2001 | Mar 26, 2026 | Mar 26, 2026 |
| SOPER, BRADLEY, MICHAEL | TREASURER, SHAREHOLDER | Na | yes | 01/2022 | Mar 26, 2026 | Mar 26, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $2.9B | $2.9B | 51 | 22 | 0 | n/a | n/a |
| 2024 | Mar 25, 2025 | $2.5B | $2.5B | 50 | 22 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $2.3B | $2.2B | 48 | 20 | 0 | n/a | n/a |
| 2022 | Mar 16, 2023 | $2.0B | $1.9B | 47 | 21 | 0 | n/a | n/a |
| 2021 | Mar 25, 2022 | $2.1B | $2.0B | 43 | 20 | 0 | n/a | n/a |
| 2020 | Mar 24, 2021 | $1.7B | $1.7B | 38 | 20 | 0 | n/a | n/a |
| 2019 | Mar 16, 2020 | $1.5B | $1.5B | 36 | 19 | 0 | n/a | n/a |
| 2018 | Mar 21, 2019 | $1.3B | $1.3B | 36 | 18 | 0 | n/a | n/a |
| 2017 | Mar 30, 2018 | $1.3B | $1.3B | 36 | 18 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $1.2B | $1.1B | 34 | 18 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $1.0B | $1.0B | 32 | 15 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $1.0B | $997M | 29 | 14 | n/a | n/a | n/a |
| 2013 | Mar 18, 2014 | $913M | $899M | 26 | 13 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $782M | $769M | 26 | 13 | n/a | n/a | n/a |
| 2011 | Mar 19, 2012 | $685M | $685M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 3.4% | 0 | 0 | 0 | 3 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.9B | $2.5B | 15.7% | $2.0B | 14.4% | 51 | 50 | 0 | 0 |