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FOSTER GROUP, INC.

WEST DES MOINES, IA · CRD 107148 · IAPD ↗ · 515-226-9000

$4.78BRegulatory AUM
45Advisory reps
93Employees
9Clients
More than 500Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — FOSTER GROUP, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — FOSTER GROUP, INC. reported RAUM up 35% ($3.54B -> $4.78B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — FOSTER GROUP, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2024 — FOSTER GROUP, INC. notice-filed in CT, NY, OR, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — FOSTER GROUP, INC. grew from 42 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.