Foster Victor
Registered investment adviser · Greenville, SC · CRD #283656
Form ADV data as of 2026-09-01Regulatory assets
$2.64 billion
Total accounts
6,830
Employees
42
Disclosure events
0
Firm details
- Website: http://www.fostervictor.com
- Telephone: (864) 720-2000
- SEC file number: 801-107775
- Most recent Form ADV filing: 2026-03-30
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $2.48 billion |
| Non-discretionary regulatory assets under management | $167.1 million |
| Total regulatory assets under management | $2.64 billion |
| Discretionary accounts | 5,319 |
| Non-discretionary accounts | 1,511 |
| Total accounts | 6,830 |
| Regulatory assets under management attributable to non-U.S. persons | $5.7 million |
People
| Total employees (excluding clerical) | 42 |
| Employees performing investment advisory functions (including research) | 18 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 18 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 16 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Other business activities
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Provides employee compensation specifically for obtaining clients
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 904 | $274.9 million |
| High net worth individuals | 734 | $2.33 billion |
| Charitable organizations | Not reported | $458,397 |
| Insurance companies | Not reported | $3.1 million |
| Corporations or other businesses not listed above | 90 | $40.7 million |