Foster & Wood, Inc.
● SEC registered since 2021CRD 165362SEC# 801-120625Lake Oswego, OR
Reg. AUM
$218.7M
Employees
3
Accounts
222
Location
Lake Oswego, OR
Foster & Wood, Inc. assets under management
Foster & Wood, Inc. operates as an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 2021. It reports $218.7 million in regulatory assets under management and employs 3 people.
Foster & Wood, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Tarr Foster Control | President/ Cco | Over 75% | 2012 |
| Timothy Edward Wood Control | Principal | 5-10% | 2015 |
Frequently asked questions
How much does Foster & Wood, Inc. manage?
Foster & Wood, Inc. reports $218.7 million in regulatory assets under management on its Form ADV.
How many employees does Foster & Wood, Inc. have?
Foster & Wood, Inc. reports 3 employees.
Where is Foster & Wood, Inc. located?
Foster & Wood, Inc. is based in Lake Oswego, OR and has been SEC-registered since 2021.
Does Foster & Wood, Inc. disclose fund performance?
Foster & Wood, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035 |
| Phone | 503-785-9844 |
| Fax | N/A |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$218.7M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$218.7Mregulatory AUM
Discretionary $155.2MNon-discretionary $63.5M