Foster & Motley Inc
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 106905
- Registered since
- November 18, 1996
- Website
- www.fosterandmotley.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.53%
- Individuals3.79%
- Charitable Organizations1.18%
- Corporations / Businesses0.46%
- Pension & Profit Sharing Plans0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Foster & Motley Inc is an independent, privately owned registered investment adviser that has been operating since the mid-1990s. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, discretionary portfolio management for individuals, small businesses and institutions, plus educational programming and periodic publications. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Public recognition includes multiple entries on CNBC’s Top 100 Financial Advisory Firms list (2019, 2020, 2021, 2022, 2025) and a Top RIA Firms mention from FA Magazine in 2020. Foster & Motley is not positioned as an ESG-focused allocator, does not act as a capital allocator, and does not report family office services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds22%
- US Government Bonds6%
- State & Local Bonds4%
- Private Funds4%
Owners & executives
1 of 1
Lawrence Bernhard
Chief Compliance Office, Office ManagerCRD 1672014
Contacts
3 of 32
Allison Koenig
Financial PlannerCRD 8013081
Amy Thomas
Financial PlannerCRD 4657432
David Foster
Founder, ShareholderCRD 2974571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$1.1B in ETFs
71%
$795M
28%
$333M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $134M | 2,540,904 | 11.89% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 7755 Montgomery Rd
- Time zone
- ET (UTC-5)
- Office locations
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