SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Foster & Motley Inc
Cincinnati, OH
Foster & Motley, Inc., CRD 106905
Firm filing updated March 26, 2026 ·
- $2.9BAssets
- 22Advisory staff
- 926Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals668
- Individuals251
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 251 | $111.4 million |
| High net worth individuals | 668 | $2.8 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $1.2 million |
| Charitable organizations | Fewer than 5 clients | $34.5 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $13.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$2.9 billion
- Accounts926
- Discretionary$2.9 billion · 888 accounts
- Non-discretionary$54.6 million · 38 accounts
People
- Employees51
- Advisory staff22
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients500
Advisors
23 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Foster & Motley, Inc. SEC-registered investment advisor. CRD 106905, SEC file 801-53289.
- Registered with the SEC as an investment advisor (status date on record: November 18, 1996).
Is Foster & Motley Inc a fiduciary?
Short answer: Foster & Motley Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.