DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Foster Victor

Independent wealth managerGreenville, South CarolinaCRD 283656SEC 801-107775websiteIAPD
Legal name Foster Victor Wealth Advisors, LLC
Latest filing Mar 30, 2026
First filing on the tape Apr 27, 2016 · 31 filings
SEC status approved since May 4, 2016
RAUM
$2.6B
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
98%
$2.6B individuals and HNW
Advisors
20
registered through the firm on IAPD
RAUM per advisor
$132M
derived; firm RAUM over IAPD count
Employees
42
18 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$2.6B as of Mar 30, 2026
Mar 1, 2017$142M then
HNW client RAUM$2.3B as of Mar 30, 2026
Mar 23, 2018$131M then
State-registered IARs (5.B.3)18 as of Mar 30, 2026
Mar 1, 20174 then
Employees (5.A)42 as of Mar 30, 2026
Mar 1, 201713 then
Private funds: no history
RAUM +23% over the last fiscal year+29% a year over threeIARs 19 to 18
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$132MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
82derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.2MderivedHNW RAUM over HNW clients
Average account
$387,220derivedRAUM over accounts (5.F.2.f)
Discretionary
94%derivedof RAUM
Institutional
0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.1derivedItem 5.A over advisors
Advisors per office
20.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+23%derivedbetween the last two annual amendments
Advisor growth, one year
-5.3%derivedItem 5.B.3 between annual amendments
Client growth, one year
+7.3%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$2.3B88%
  • Individuals$275M10%
  • Corporations and businesses$40.7M1.5%
  • Insurance companies$3.1M0.1%
  • Charitable organizations$458,3970.0%
Individual clients
904reported
HNW clients
734reported
Pension plan clients
0reported
Charitable clients
n/areported
Accounts
6,830reported
Financial planning clients
51-100reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
20 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Paul William FosterCertified Financial PlannerGreenville, ScMay 27, 201622 y1
Robert Thomas VictorGreenville, ScMay 27, 201617 y1
Randall Irvin BaughmanCertified Financial PlannerGreenville, ScMay 27, 201616 y0
Robert Thomas ColemanCertified Financial PlannerGreenville, ScMar 30, 201713 y0
Michael Garrett HyerGreenville, ScSep 22, 201710 y0
James Gordon GulledgeGreenville, ScJul 26, 201912 y0
Andrew Zachary BrownCertified Financial PlannerGreenville, ScJan 10, 202217 y1
Katherine Leigh SandersCertified Financial PlannerGreenville, ScMar 31, 202211 y0
Jennifer HagadornCertified Financial PlannerGreenville, ScAug 3, 202221 y0
Jackson Creech MorrisseyGreenville, ScJan 8, 202414 y1
Shawn Ryan PenlandGreenville, ScSep 23, 202411 y0
Jonathan Hugh McadamsChartered Financial AnalystGreenville, ScJan 1, 202532 y2
Kendall Mccreight KingGreenville, ScJan 1, 202520 y0
Erik Christopher MizellCertified Financial PlannerGreenville, ScJan 6, 202513 y1
Matthew Allen HartChartered Financial AnalystGreenville, ScFeb 3, 202525 y3
Grant DowisGreenville, ScSep 3, 202513 y2
Michael Blake CrosbyGreenville, ScJan 30, 202610 y1
Corrine Anita LowitzGreenville, ScFeb 3, 202610 y2
Emily O'Neil NelsonCertified Financial PlannerGreenville, ScMar 20, 202612 y0
Dylan Corey NertavichGreenville, ScJul 22, 202610 y1
Advisor movement
1 left, 3 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 5.0% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Kotowski Kylie Felker · Member, Chief Compliance Officer, And Presidentcontrol
      since 05/2016 · owns 5% to 10%
    • William Paul Foster · Managing Membercontrol
      since 05/2016 · owns 50% to 75%
    • Thomas Robert Victor · Membercontrol
      since 05/2016 · owns 25% to 50%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Greenville, Sc · principal2041
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 5,795 to 6,830
      Jun 6, 2025 to Mar 30, 2026
    • Advisory employees · 19 to 18
      Jun 6, 2025 to Mar 30, 2026
    • Corporate clients · 85 to 90
      Jun 6, 2025 to Mar 30, 2026
    • HNW clients · 621 to 734
      Jun 6, 2025 to Mar 30, 2026
    • Individual clients · 906 to 904
      Jun 6, 2025 to Mar 30, 2026
    • Employees · 38 to 42
      Jun 6, 2025 to Mar 30, 2026
    • State-registered IARs · 19 to 18
      Jun 6, 2025 to Mar 30, 2026
    • Discretionary RAUM · $2.1B to $2.5B
      Jun 6, 2025 to Mar 30, 2026
    • HNW RAUM · $1.8B to $2.3B
      Jun 6, 2025 to Mar 30, 2026
    • Individual RAUM · $268M to $275M
      Jun 6, 2025 to Mar 30, 2026
    • Non-discretionary RAUM · $101M to $167M
      Jun 6, 2025 to Mar 30, 2026
    • RAUM · $2.2B to $2.6B
      Jun 6, 2025 to Mar 30, 2026
    • Business name · FOSTER VICTOR WEALTH ADVISORS to FOSTER VICTOR
      Mar 20, 2025 to Jun 6, 2025
    • Financial planning clients · 51-100 to 51-100
      Mar 20, 2025 to Jun 6, 2025
    • Accounts · 5,502 to 5,795
      Oct 21, 2024 to Mar 20, 2025
    • Corporate clients · 78 to 85
      Oct 21, 2024 to Mar 20, 2025
    • HNW clients · 572 to 621
      Oct 21, 2024 to Mar 20, 2025
    • Individual clients · 913 to 906
      Oct 21, 2024 to Mar 20, 2025
    • Employees · 35 to 38
      Oct 21, 2024 to Mar 20, 2025
    • Discretionary RAUM · $1.8B to $2.1B
      Oct 21, 2024 to Mar 20, 2025
    • HNW RAUM · $1.7B to $1.8B
      Oct 21, 2024 to Mar 20, 2025
    • Individual RAUM · $271M to $268M
      Oct 21, 2024 to Mar 20, 2025
    • Non-discretionary RAUM · $222M to $101M
      Oct 21, 2024 to Mar 20, 2025
    • RAUM · $2.0B to $2.2B
      Oct 21, 2024 to Mar 20, 2025
    • Accounts · 5,395 to 5,502
      Apr 18, 2024 to Oct 21, 2024
    • Corporate clients · 76 to 78
      Apr 18, 2024 to Oct 21, 2024
    • HNW clients · 460 to 572
      Apr 18, 2024 to Oct 21, 2024
    • Individual clients · 947 to 913
      Apr 18, 2024 to Oct 21, 2024
    • Discretionary RAUM · $1.6B to $1.8B
      Apr 18, 2024 to Oct 21, 2024
    • HNW RAUM · $1.3B to $1.7B
      Apr 18, 2024 to Oct 21, 2024
    • Individual RAUM · $297M to $271M
      Apr 18, 2024 to Oct 21, 2024
    • Non-discretionary RAUM · $85.4M to $222M
      Apr 18, 2024 to Oct 21, 2024
    • RAUM · $1.7B to $2.0B
      Apr 18, 2024 to Oct 21, 2024
    • Accounts · 4,652 to 5,395
      May 31, 2023 to Mar 19, 2024
    • Charity clients · 0.0 to unset
      May 31, 2023 to Mar 19, 2024
    • Corporate clients · 93 to 76
      May 31, 2023 to Mar 19, 2024
    • HNW clients · 413 to 460
      May 31, 2023 to Mar 19, 2024
    • Individual clients · 886 to 947
      May 31, 2023 to Mar 19, 2024
    • Employees · 30 to 35
      May 31, 2023 to Mar 19, 2024
    • Financial planning clients · 101-250 to 51-100
      May 31, 2023 to Mar 19, 2024
    Signals
    8 dated events
    • Yuval Ezer left Foster Victor for Ubs Financial Services Inc. (registered 2026-07-24)
      Feb 19, 2026 · Advisor changed firm · fact
    • Sara Clough Allen left Foster Victor for Strategic Advisers Llc (registered 2025-09-22)
      Jun 30, 2025 · Advisor changed firm · fact
    • Foster Victor reported RAUM $1.7B, up 36% from $1.2B (2023-05-31 to 2024-03-19)
      Mar 19, 2024 · RAUM change · derived
    • Ashley Beth Cluley left Foster Victor for Empower Advisory Group, Llc (registered 2023-04-25)
      Feb 7, 2023 · Advisor changed firm · fact
    • Brett F Anderson left Foster Victor for E*Trade Capital Management, Llc (registered 2022-05-20)
      Feb 7, 2022 · Advisor changed firm · fact
    • Foster Victor reported RAUM $1.1B, up 42% from $741.2M (2021-03-16 to 2021-12-02)
      Dec 2, 2021 · RAUM change · derived
    • Foster Victor reported RAUM $649.6M, up 30% from $498.3M (2020-10-22 to 2021-01-06)
      Jan 6, 2021 · RAUM change · derived
    • Ben Advisors, Llc filed its initial SEC registration (Form ADV)
      Apr 27, 2016 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    864-720-2000reportedpublished by the firm, firm site, Sep 17, 2026
    Firm profile
    LINKEDIN.COM/COMPANY/10784942reportedpublic record, Form ADV, Sep 17, 2026
    Website
    FOSTERVICTOR.COMreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (864) 720-2000reportedpublic record, Form ADV, Mar 30, 2026
    Contact form
    fostervictor.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $132Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026