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FOSTER VICTOR

GREENVILLE, SC · CRD 283656 · IAPD ↗ · fostervictor.com · (864) 720-2000

$2.64BRegulatory AUM
18Advisory reps
42Employees
6Clients
51-100Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — FOSTER VICTOR WEALTH ADVISORS is now doing business as FOSTER VICTOR.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
49
April 2025 — FOSTER VICTOR WEALTH ADVISORS notice-filed in CT, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
November 2024 — FOSTER VICTOR WEALTH ADVISORS notice-filed in CA, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — FOSTER VICTOR WEALTH ADVISORS reported RAUM up 36% ($1.24B -> $1.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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