Foster Victor

RIASEC RegisteredEst. 2016
Total AUM
$2.6B
Discretionary
$2.5B
94% of AUM
Avg account
$387K
Accounts
6,830
Employees
42
Advisory reps
20

Firm details

Headquarters
Greenville, South Carolina
CRD number
283656
Registered since
May 4, 2016
Website
fostervictor.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI87.93%
  • Individuals10.4%
  • Corporations / Businesses1.54%
  • Insurance Companies0.12%
  • Charitable Organizations0.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Foster Victor is an independent RIA organized as an LLC and SEC-registered since 2016. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutions; the firm also operates as an insurance broker. Compensation is primarily an AUM-based fee with some fixed-fee arrangements. Foster Victor does not self-identify as an active ESG investor and is not classified as a multi-state adviser. The firm received Citywire’s "50 Growers Across America" mention in 2020, 2021, and 2022.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 13%, Private Funds 3%, US Government Bonds 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents13%
  • Private Funds3%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Jonathan Mcadams

    Jonathan Mcadams

    Chief Investment OfficerCRD 2515543

Contacts

3 of 19
  • Paul Foster

    Paul Foster

    PrincipalCRD 4708572

  • Randall Baughman

    Randall Baughman

    Wealth CoachCRD 5557738

  • Jackson Morrissey

    Jackson Morrissey

    Senior Planning SpecialistCRD 7591783

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$332M in ETFs

Passive

97%

$323M

Active

3%

$9.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$67M306,62620.16%
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Location

Primary office

Greenville, SC

Greenville

Location

Greenville, SC

Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
Greenville
Address
10 Toy St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth