FOSTER VICTOR WEALTH ADVISORS
FOSTER VICTOR WEALTH ADVISORS, LLC Legal Name
Adviser information for FOSTER VICTOR WEALTH ADVISORS last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 35 |
|---|---|
| Investment Advisory/Research | 19 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 19 |
| Licensed Agents of an Insurance Company | 16 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4,378 | $1.6B |
| Non-Discretionary | 1,017 | $85.4M |
| Total | 5,395 | $1.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 947 | $297.2M |
| HNW Individuals | 460 | $1.3B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $250,000 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $1.7M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 76 | $100.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 16 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Principal Office
10 TOY STREETSUITE 200
GREENVILLE
SC
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (864) 720-2000, Fax: (864) 720-2020
Chief Compliance Officer
KYLIE K. FELKER
PRESIDENT AND PRINCIPAL
10 TOY STREET
SUITE 200
GREENVILLE
SC
United States
Tel:
(864) 720-2000
Fax:
(864) 720-2020
K******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FELKER, KYLIE, KOTOWSKI | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER, AND PRESIDENT | 05/2016 | 5-10% |
| VICTOR, ROBERT, THOMAS | Individual | – | MEMBER | 05/2016 | 25-50% |
| FOSTER, PAUL, WILLIAM | Individual | – | MANAGING MEMBER | 05/2016 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 634K | 6K | – |
| ABBVIE INC | COM | 391K | 2K | – |
| ADOBE INC | COM | 23M | 41K | – |
| AGNC INVT CORP | COM | 469K | 45K | – |
| ALPHABET INC | CAP STK CL A | 21M | 113K | – |
| ALPHABET INC | CAP STK CL C | 1M | 8K | – |
| AMAZON COM INC | COM | 27M | 142K | – |
| AMERICAN EXPRESS CO | COM | 207K | 831 | – |
| AMGEN INC | COM | 20M | 59K | – |
| ANAVEX LIFE SCIENCES CORP | COM NEW | 208K | 36K | – |
| APPLE INC | COM | 14M | 59K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 361K | 338 | – |
| ASTRAZENECA PLC | SPONSORED ADR | 261K | 3K | – |
| ATLANTIC AMERN CORP | COM | 71K | 44K | – |
| BAIN CAP SPECIALTY FIN INC | COM STK | 332K | 20K | – |
| BANK AMERICA CORP | COM | 614K | 14K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 12M | 28K | – |
| BJS WHSL CLUB HLDGS INC | COM | 12M | 136K | – |
| BLACKROCK INC | COM | 335K | 397 | – |
| BLACKSTONE INC | COM | 388K | 3K | – |
| BLUE OWL CAPITAL INC | COM CL A | 13M | 705K | – |
| BOOKING HOLDINGS INC | COM | 17M | 4K | – |
| BOSTON SCIENTIFIC CORP | COM | 16M | 205K | – |
| BP PLC | SPONSORED ADR | 697K | 20K | – |
| BROADCOM INC | COM | 16M | 94K | – |
| CAMECO CORP | COM | 6M | 112K | – |
| CANADIAN PACIFIC KANSAS CITY | COM | 11M | 125K | – |
| CARRIER GLOBAL CORPORATION | COM | 8M | 110K | – |
| CATERPILLAR INC | COM | 326K | 903 | – |
| CHEVRON CORP NEW | COM | 9M | 54K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 6M | 108K | – |
| CISCO SYS INC | COM | 13M | 272K | – |
| COCA COLA CO | COM | 986K | 15K | – |
| COGNEX CORP | COM | 14M | 267K | – |
| COMCAST CORP NEW | CL A | 8M | 207K | – |
| COSTAR GROUP INC | COM | 10M | 124K | – |
| COSTCO WHSL CORP NEW | COM | 451K | 530 | – |
| CRH PLC | ORD | 263K | 3K | – |
| CROCS INC | COM | 8M | 56K | – |
| CUMMINS INC | COM | 8M | 28K | – |
| DANAHER CORPORATION | COM | 6M | 24K | – |
| DARLING INGREDIENTS INC | COM | 7M | 181K | – |
| DBX ETF TR | XTRACK MSCI EURP | 4M | 86K | – |
| DIAGEO PLC | SPON ADR NEW | 207K | 2K | – |
| DIGITAL RLTY TR INC | COM | 6M | 37K | – |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 573K | 17K | – |
| DISNEY WALT CO | COM | 235K | 2K | – |
| DUKE ENERGY CORP NEW | COM NEW | 975K | 9K | – |
| ELECTRONIC ARTS INC | COM | 18M | 120K | – |
| ELI LILLY & CO | COM | 726K | 771 | – |
| EMERSON ELEC CO | COM | 13M | 110K | – |
| ENBRIDGE INC | COM | 9M | 251K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 294K | 18K | – |
| EOG RES INC | COM | 238K | 2K | – |
| EQUIFAX INC | COM | 386K | 1K | – |
| EXXON MOBIL CORP | COM | 2M | 15K | – |
| FIRST BANCORP N C | COM | 493K | 13K | – |
| FIRST SOLAR INC | COM | 10M | 44K | – |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 517K | 26K | – |
| FLUOR CORP NEW | COM | 260K | 5K | – |
| FORTINET INC | COM | 7M | 110K | – |
| FREEPORT-MCMORAN INC | CL B | 11M | 215K | – |
| GARMIN LTD | SHS | 13M | 74K | – |
| GE AEROSPACE | COM NEW | 202K | 1K | – |
| GENUINE PARTS CO | COM | 15M | 107K | – |
| GSK PLC | SPONSORED ADR | 10M | 260K | – |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 6M | 104K | – |
| HALLIBURTON CO | COM | 14M | 395K | – |
| HDFC BANK LTD | SPONSORED ADS | 256K | 4K | – |
| HEALTHPEAK PROPERTIES INC | COM | 6M | 278K | – |
| HOME DEPOT INC | COM | 7M | 18K | – |
| HONEYWELL INTL INC | COM | 308K | 1K | – |
| HUBBELL INC | COM | 1M | 4K | – |
| ILLUMINA INC | COM | 10M | 84K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 364K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 18M | 37K | – |
| ISHARES TR | CORE S&P MCP ETF | 373K | 6K | – |
| ISHARES TR | CORE S&P SCP ETF | 2M | 17K | – |
| ISHARES TR | CORE S&P500 ETF | 446K | 786 | – |
| ISHARES TR | EAFE SML CP ETF | 230K | 4K | – |
| ISHARES TR | MSCI EAFE ETF | 325K | 4K | – |
| ISHARES TR | MSCI EAFE MIN VL | 2M | 23K | – |
| ISHARES TR | MSCI INTL QUALTY | 26M | 651K | – |
| ISHARES TR | MSCI USA MIN VOL | 220K | 3K | – |
| ISHARES TR | RUSSELL 2000 ETF | 235K | 1K | – |
| ISHARES TR | S&P 500 GRWT ETF | 226K | 2K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 1M | 19K | – |
| JOHNSON & JOHNSON | COM | 16M | 107K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 8K | – |
| LAM RESEARCH CORP | COM | 23M | 21K | – |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 205K | 68K | – |
| LOCKHEED MARTIN CORP | COM | 7M | 15K | – |
| LOWES COS INC | COM | 8M | 32K | – |
| LPL FINL HLDGS INC | COM | 13M | 53K | – |
| LULULEMON ATHLETICA INC | COM | 255K | 875 | – |
| MAGNOLIA OIL & GAS CORP | CL A | 6M | 207K | – |
| MARATHON PETE CORP | COM | 269K | 2K | – |
| MASCO CORP | COM | 16M | 216K | – |
| MASTERCARD INCORPORATED | CL A | 20M | 45K | – |
| MCDONALDS CORP | COM | 233K | 906 | – |
| MERCK & CO INC | COM | 338K | 3K | – |
| META PLATFORMS INC | CL A | 2M | 5K | – |
| METLIFE INC | COM | 12M | 154K | – |
| MICROSOFT CORP | COM | 20M | 45K | – |
| MONDELEZ INTL INC | CL A | 5M | 80K | – |
| NASDAQ INC | COM | 18M | 289K | – |
| NEW GOLD INC CDA | COM | 29K | 12K | – |
| NEXTERA ENERGY INC | COM | 5M | 73K | – |
| NIKE INC | CL B | 6M | 85K | – |
| NORFOLK SOUTHN CORP | COM | 235K | 1K | – |
| NOVARTIS AG | SPONSORED ADR | 14M | 126K | – |
| NVIDIA CORPORATION | COM | 3M | 26K | – |
| NXP SEMICONDUCTORS N V | COM | 12M | 40K | – |
| OCCIDENTAL PETE CORP | COM | 242K | 4K | – |
| ONEOK INC NEW | COM | 10M | 122K | – |
| ORACLE CORP | COM | 553K | 4K | – |
| OREILLY AUTOMOTIVE INC | COM | 19M | 18K | – |
| PACER FDS TR | US CASH COWS 100 | 22M | 389K | – |
| PALANTIR TECHNOLOGIES INC | CL A | 8M | 273K | – |
| PAYCOM SOFTWARE INC | COM | 590K | 4K | – |
| PEPSICO INC | COM | 10M | 61K | – |
| PFIZER INC | COM | 13M | 433K | – |
| PHILIP MORRIS INTL INC | COM | 16M | 154K | – |
| PINNACLE FINL PARTNERS INC | COM | 203K | 2K | – |
| PPL CORP | COM | 5M | 189K | – |
| PROCTER AND GAMBLE CO | COM | 7M | 41K | – |
| PRUDENTIAL FINL INC | COM | 257K | 2K | – |
| PURECYCLE TECHNOLOGIES INC | COM | 192K | 32K | – |
| QUALCOMM INC | COM | 18M | 88K | – |
| REALTY INCOME CORP | COM | 6M | 100K | – |
| RIO TINTO PLC | SPONSORED ADR | 233K | 4K | – |
| RITHM CAPITAL CORP | COM NEW | 645K | 56K | – |
| RTX CORPORATION | COM | 419K | 4K | – |
| S&P GLOBAL INC | COM | 7M | 14K | – |
| SALESFORCE INC | COM | 13M | 49K | – |
| SAP SE | SPON ADR | 288K | 1K | – |
| SCHLUMBERGER LTD | COM STK | 307K | 6K | – |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 455K | 16K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 311K | 9K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 1M | 18K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 333K | 6K | – |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 2M | 32K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 524K | 8K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 7M | 70K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 4M | 52K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 33M | 501K | – |
| SCHWAB STRATEGIC TR | US REIT ETF | 322K | 15K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 4M | 86K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 202K | 1K | – |
| SHELL PLC | SPON ADS | 302K | 4K | – |
| SHERWIN WILLIAMS CO | COM | 661K | 2K | – |
| SONOCO PRODS CO | COM | 1M | 21K | – |
| SOUTHERN CO | COM | 6M | 72K | – |
| SOUTHERN FIRST BANCSHARES | COM | 333K | 10K | – |
| SPDR GOLD TR | GOLD SHS | 261K | 1K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 6M | 10K | – |
| SPDR SER TR | PORTFOLIO INTRMD | 5M | 146K | – |
| SPDR SER TR | PORTFOLIO LN TSR | 8M | 283K | – |
| SPDR SER TR | S&P 400 MDCP GRW | 862K | 10K | – |
| SPDR SER TR | S&P 600 SMCP GRW | 704K | 7K | – |
| SS&C TECHNOLOGIES HLDGS INC | COM | 19M | 280K | – |
| STERIS PLC | SHS USD | 14M | 60K | – |
| SUPER MICRO COMPUTER INC | COM | 8M | 9K | – |
| TE CONNECTIVITY LTD | SHS | 12M | 74K | – |
| TESLA INC | COM | 1M | 6K | – |
| THE CIGNA GROUP | COM | 15M | 44K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 292K | 525 | – |
| TJX COS INC NEW | COM | 262K | 2K | – |
| TORM PLC | SHS CL A | 313K | 8K | – |
| TRISALUS LIFE SCIENCES INC | *W EXP 08/10/202 | 27K | 21K | – |
| TRUIST FINL CORP | COM | 3M | 62K | – |
| UBER TECHNOLOGIES INC | COM | 7M | 90K | – |
| UNITED BANKSHARES INC WEST V | COM | 986K | 27K | – |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 302K | 36K | – |
| UNITED PARCEL SERVICE INC | CL B | 506K | 3K | – |
| UNITEDHEALTH GROUP INC | COM | 498K | 908 | – |
| VALERO ENERGY CORP | COM | 11M | 75K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 2M | 4K | – |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 650K | 4K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 4M | 18K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 427K | 824 | – |
| VANGUARD INDEX FDS | VALUE ETF | 52M | 310K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 15M | 296K | – |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 4M | 61K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 884K | 17K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 277K | 2K | – |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 4M | 50K | – |
| VERIZON COMMUNICATIONS INC | COM | 7M | 171K | – |
| VERTEX PHARMACEUTICALS INC | COM | 15M | 31K | – |
| VISA INC | COM CL A | 6M | 24K | – |
| WALMART INC | COM | 11M | 156K | – |