Foster & Wood, Inc.
● SEC registered since 2021CRD 165362SEC# 801-120625Lake Oswego, OR
Reg. AUM
$218.7M
Employees
3
Accounts
222
Location
Lake Oswego, OR
About Foster & Wood
Foster & Wood supports business owners and families seeking financial independence through retirement and family wealth stewardship. It emphasizes shared values between clients and the people managing their plans.
Summary based on the firm’s website.
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, monthlyOct '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$218.7Mregulatory AUM
Discretionary $155.2MNon-discretionary $63.5M