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| Foster & Motley Inc
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|---|---|
| CRD # | 106905 |
| SEC # | 801-53289 |
| CIK # | 0001163902 |
| AUM | 2,936.5 M (2026-03-26) |
| Employees | 51 (43% Investors, 0% Brokers) |
| Phone | 513-561-6640 |
| Address | 7755 Montgomery Road Cincinnati, OH 45236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AutoNation Inc | 3.6 | ||
| NetApp Inc | 3.6 | ||
| Molson Coors Brewing Co | 3.5 | ||
| Quest Diagnostics Inc | 3.5 | ||
| American International Group Inc | 3.5 | ||
| Owens Corning | 3.4 | ||
| Novartis AG | 3.4 | ||
| Reliance Steel & Aluminum Co | 3.2 | ||
| Taylor Morrison Home Corp | 3.2 | ||
| Statoil ASA | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 0.1 |
| (b) Individuals (high net worth individuals) | 668 | 2.8 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 3 | 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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 926 | 2.9 |
| By Discretionary | ||
| Discretionary | 888 | 2.9 |
| Non-Discretionary | 38 | 0.1 |
| Total | 926 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 926 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001163902] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 38 |
| Serves | Institutional, Retail, Research |
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