Foster & Motley, Inc.
● SEC registered since 1996CRD 106905SEC# 801-53289Cincinnati, OH
Reg. AUM
$2.94B
Employees
51
Accounts
926
Location
Cincinnati, OH
Foster & Motley, Inc. assets under management
Foster & Motley, Inc. is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 1996. It reports $2.9 billion in regulatory assets under management and employs 51 people.
Foster & Motley, Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Robert Luckhardt Control | Shareholder | 5-10% | 2012 |
| Bradley Michael Soper Control | Treasurer, Shareholder | Under 5% | 2022 |
| David Alan Foster Control | Shareholder | Under 5% | 1997 |
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Join to unlock · $37/moFrequently asked questions
How much does Foster & Motley, Inc. manage?
Foster & Motley, Inc. reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Foster & Motley, Inc. have?
Foster & Motley, Inc. reports 51 employees.
Where is Foster & Motley, Inc. located?
Foster & Motley, Inc. is based in Cincinnati, OH and has been SEC-registered since 1996.
Does Foster & Motley, Inc. disclose fund performance?
Foster & Motley, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7755 Montgomery Road, Suite 100, Cincinnati, OH 45236 |
| Phone | 513-561-6640 |
| Fax | 513-272-7527 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1163902 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.94B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$2.94Bregulatory AUM
Discretionary $2.88BNon-discretionary $54.6M