⚲
|
Foster & Motley Inc
✚
|
|
---|---|
CRD # | 106905 |
SEC # | 801-53289 |
CIK # | 0001163902 |
AUM | $2.0 BB (2023-03-16) |
Employees | 47 (45% Investors, 0% Brokers) |
Phone | 513-561-6640 |
Address | 7755 Montgomery Road Cincinnati, OH 45236 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
ORCL | 182,760.6 | 0.0 | |
CSCO | 178,309.9 | 0.0 | |
KR | 34,654.6 | 0.0 | |
PG | 338,108.9 | 0.0 | |
GOOG | 1,482,566.4 | 0.0 | |
WMT | 335,434.5 | 0.0 | |
PFE | 284,248.0 | 0.0 | |
ABBV | 269,466.6 | 0.0 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 313 | 0.1 |
(b) Individuals (high net worth individuals) | 509 | 1.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4 | 0.0 |
(h) Charitable organizations | 6 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 835 | 2.0 |
By Discretionary | ||
Discretionary | 793 | 1.9 |
Non-Discretionary | 42 | 0.0 |
Total | 835 | 2.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.0 | |
Total | 835 | 2.0 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001163902] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Bridgeworth LLC
✚
|
AL | 2.0 |
Vicus Capital Inc
✚
|
PA | 2.0 |
BT Family Office LLC
✚
|
GA | 2.0 |
Corecap Advisors LLC
✚
|
MI | 2.0 |
Sage Rutty & Co Inc
✚
|
NY | 2.0 |
Heritage Financial Services LLC
✚
|
MA | 1.9 |
Cantella & Co Inc
✚
|
MA | 1.9 |
Flagship Harbor Advisors LLC
✚
|
MA | 1.9 |
Grove Point Advisors LLC
✚
|
MD | 1.9 |
Certified Advisory Corp
✚
|
FL | 1.9 |