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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) |
|---|
| CIK | Period |
|---|---|
| 0001769063 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Amazon Com Inc | 1,092,997.8 | 27.5 | |
| Adobe Systems Inc | 172,760.2 | 23.2 | |
| Lam Research Corp | 60,793.2 | 22.9 | |
| Alphabet Inc | 1,475,138.5 | 20.8 | |
| Microsoft Corp | 1,918,222.4 | 20.2 | |
| Mastercard Inc | 309,583.1 | 20.2 | |
| Amgen Inc | 130,083.0 | 19.6 | |
| O Reilly Automotive Inc | 41,441.2 | 19.0 | |
| SS&C Technologies Holdings Inc | 15,077.9 | 18.9 | |
| Qualcomm Inc/DE | 147,392.0 | 18.4 | |
| Nasdaq OMX Group Inc | 25,469.1 | 18.3 | |
| Electronic Arts Inc | 34,321.1 | 17.6 | |
| Priceline Com Inc | 74,682.6 | 17.5 | |
| Philip Morris International Inc | 158,793.3 | 16.3 | |
| Johnson & Johnson | 465,600.2 | 16.2 | |
| Masco Corp /DE/ | 12,089.6 | 16.0 | |
| Boston Scientific Corp | 53,608.9 | 16.0 | |
| Broadcom Inc | 201,282.9 | 16.0 | |
| Genuine Parts Co | 19,179.1 | 15.2 | |
| Vertex Pharmaceuticals Inc / Ma | 70,632.1 | 15.0 | |
| Cigna Corp | 84,461.4 | 14.9 | |
| Halliburton Co | 29,936.6 | 14.2 | |
| Cognex Corp | 7,753.9 | 14.1 | |
| Novartis AG | 186,234.5 | 14.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 947 | 297.2 |
| (b) Individuals (high net worth individuals) | 460 | 1,291.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 1.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 76 | 100.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,395 | 1,690.4 |
| By Discretionary | ||
| Discretionary | 4,378 | 1,604.9 |
| Non-Discretionary | 1,017 | 85.4 |
| Total | 5,395 | 1,690.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 1,689.7 | |
| Total | 5,395 | 1,690.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001769063] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sigma Investment Counselors Inc
✚
|
MI | 1.7 |
|
Conservest Capital Advisors Inc
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|
PA | 1.7 |
|
NBC Securities Inc
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AL | 1.7 |
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Redwood Investments LLC
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MA | 1.7 |
|
Golden State Wealth Management LLC
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CA | 1.7 |
|
Ranger Investment Management LP
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TX | 1.7 |
|
Marks Group Wealth Management Inc
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MN | 1.7 |
|
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 |
|
The Edgar Lomax Company
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VA | 1.7 |