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| Foster Victor Wealth Advisors LLC
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| |
|---|---|
| CRD # | 283656 |
| SEC # | 801-107775 |
| CIK # | 0001769063 |
| AUM | $1.7 BB (2024-03-19) |
| Employees | 35 (54% Investors, 0% Brokers) |
| Phone | 864-720-2000 |
| Address | 10 Toy Street Greenville, SC 29601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 27.5 | |
| ADBE | 172,760.2 | 23.2 | |
| LRCX | 60,793.2 | 22.9 | |
| GOOGL | 1,475,138.5 | 20.8 | |
| MSFT | 1,918,222.4 | 20.2 | |
| MA | 309,583.1 | 20.2 | |
| AMGN | 130,083.0 | 19.6 | |
| ORLY | 41,441.2 | 19.0 | |
| SSNC | 15,077.9 | 18.9 | |
| QCOM | 147,392.0 | 18.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 947 | 297.2 |
| (b) Individuals (high net worth individuals) | 460 | 1,291.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 1.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 76 | 100.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,395 | 1,690.4 |
| By Discretionary | ||
| Discretionary | 4,378 | 1,604.9 |
| Non-Discretionary | 1,017 | 85.4 |
| Total | 5,395 | 1,690.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 1,689.7 | |
| Total | 5,395 | 1,690.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001769063] |
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|---|---|---|
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Sigma Investment Counselors Inc
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MI | 1.7 |
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Conservest Capital Advisors Inc
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PA | 1.7 |
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CA | 1.7 |
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Ranger Investment Management LP
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Marks Group Wealth Management Inc
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MN | 1.7 |
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FountainCap Research & Investment Hong Kong Co Limited
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1.7 | |
|
International Assets Investment Management LLC
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FL | 1.7 |
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The Edgar Lomax Company
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VA | 1.7 |