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| Foster Victor Wealth Advisors LLC
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|---|---|
| CRD # | 283656 |
| SEC # | 801-107775 |
| CIK # | 0001769063 |
| AUM | 2,644.7 M (2026-03-30) |
| Employees | 42 (43% Investors, 0% Brokers) |
| Phone | 864-720-2000 |
| Address | 10 Toy Street Greenville, SC 29601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 46.9 | ||
| Alphabet Inc | 46.8 | ||
| Lam Research Corp | 33.5 | ||
| Microsoft Corp | 29.7 | ||
| Apple Inc | 28.5 | ||
| Nasdaq OMX Group Inc | 28.5 | ||
| Mastercard Inc | 25.2 | ||
| Valero Energy Corp/Tx | 25.0 | ||
| LPL Investment Holdings Inc | 24.1 | ||
| GlaxoSmithKline PLC | 23.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 904 | 0.3 |
| (b) Individuals (high net worth individuals) | 734 | 2.3 |
| (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 | 0.0 |
| (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 | 90 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,830 | 2.6 |
| By Discretionary | ||
| Discretionary | 5,319 | 2.5 |
| Non-Discretionary | 1,511 | 0.2 |
| Total | 6,830 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 6,830 | 2.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001769063] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 (1 non-US) |
| Serves | Institutional, Retail |
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