Hedge Fund Database

FOSTER GROUP, INC.

Adviser information for FOSTER GROUP, INC. last updated from Form ADV on March 27th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Iowa, United States

Employees

Total Number of Employees 81
Investment Advisory/Research 47
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 47
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4,621 $3.2B
Non-Discretionary 5 $14.9M
Total 4,626 $3.2B

Clients

Type Number RAUM
Individuals 988 $424.6M
HNW Individuals 759 $2.5B
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 39 $191.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 20 $57.8M
Other 34 $54.8M
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1800

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-38507
SEC ERA File Number 801-38507
SEC CIK Numbers 1841544
SEC CRD Numbers 107148
Legal Entity Identifier None

Principal Office

6601 WESTOWN PARKWAY
SUITE 100
WEST DES MOINES
IA
United States
Monday - Friday, 7:30 AM TO 4:30 PM
Tel: 515-226-9000, Fax: 515-224-4970

Websites

www.youtube.com/channel/ucvjzin7cwlr7c-uvqbreuda www.fostergrp.com twitter.com/foster_group www.zeroalphagroup.com www.facebook.com/fostergrp/ www.linkedin.com/company/foster-group

Chief Compliance Officer

KATE P. JUELFS
COO, CCO
6601 WESTOWN PARKWAY
SUITE 100
WEST DES MOINES
IA
United States
Tel: 515-226-9000
Fax: 515-224-4970
(Full email address available in API data)

Regulatory Contact

BUCK OLSEN
CEO
6601 WESTOWN PARKWAY
SUITE 100
WEST DES MOINES
IA
United States
Tel: 515-226-9000
Fax: 515-224-4970
(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
STADTLANDER, MARK, ALAN Individual – OWNER 01/2019 10-25%
KRAMER, KENT, ALLEN Individual – CHIEF INVESTMENT OFFICER, BOARD MEMBER 01/2006 5-10%
OLSEN, GREGORY, JOHN Individual – CHIEF EXECUTIVE OFFICER, BOARD MEMBER 01/2017 10-25%
RYCHNOVSKY, TRAVIS, JAMES Individual – CHIEF GROWTH OFFICER, BOARD MEMBER 01/2017 5-10%
REMPE, BRADLEY, DEAN Individual – SENIOR LEAD ADVISOR, BOARD MEMBER 01/2020 5-10%
ABELS, MATTHEW, JOHN Individual – CHIEF PRACTICE OFFICER 01/2020 < 5%
JUELFS, KATE, P Individual – CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER 01/2020 < 5%
ROEDER, SUNNY J Individual – DIRECTOR OF FINANCE 12/2018 < 5%
GERALD FOSTER REVOCABLE TRUST Domestic Entity – OWNER 01/1991 10-25%
FOSTER, GERALD, RAY Individual GERALD FOSTER REVOCABLE TRUST TRUSTEE 01/1991
REED RINDERKNECHT REVOCABLE TRUST Domestic Entity – OWNER 04/2019 10-25%
RINDERKNECHT, REED, ROGER Individual REED RINDERKNECHT REVOCABLE TRUST TRUSTEE 04/2019
BANTZ, JOSEPH, CLARENCE Individual – SENIOR LEAD ADVISOR 01/2020 5-10%
POLKING, ROSS, BENJAMIN Individual – LEAD ADVISOR - BUSINESS DEVELOPMENT, BOARD MEMBER 01/2018 5-10%
EVANS, JONATHAN, MICHAEL Individual – LEAD ADVISOR - BUSINESS DEVELOPMENT 01/2018 5-10%
IWIG, MARCUS, LEE Individual – LEAD ADVISOR 01/2016 < 5%
FARMER, ANDREW, DOUGLAS Individual – LEAD ADVISOR 01/2016 < 5%
Mabee, Timothy, James Individual – DIRECTOR OF IT 06/2014 < 5%
Carlson, Brenton, Lowell Individual – LEAD ADVISOR 01/2022 5-10%
FOSTER, GERALD, RAY Individual – CHAIRMAN OF THE BOARD OF DIRECTORS 01/1991 < 5%

No. Employees, Historic

9045020202021202220232024202556 on 3/24/202056 on 3/24/202056 on 6/29/202056 on 9/2/202056 on 9/14/202059 on 3/22/202159 on 3/22/202159 on 4/12/202159 on 9/22/202159 on 11/3/202159 on 12/13/202165 on 3/30/202265 on 3/31/202265 on 11/2/202265 on 11/3/202265 on 1/24/202375 on 3/15/202375 on 3/16/202375 on 8/4/202375 on 8/16/202375 on 8/16/202375 on 10/27/202375 on 11/2/202375 on 12/7/202381 on 3/27/2024

RAUM, Historic

4B2B02020202120222023202420252348986007 on 3/24/20202348986007 on 3/24/20202348986007 on 6/29/20202348986007 on 9/2/20202348986007 on 9/14/20202639308984 on 3/22/20212639308984 on 3/22/20212639308984 on 4/12/20212639308984 on 9/22/20212639308984 on 11/3/20212639308984 on 12/13/20213393383529 on 3/30/20223393383529 on 3/31/20223393383529 on 11/2/20223393383529 on 11/3/20223393383529 on 1/24/20233083295163 on 3/15/20233083295163 on 3/16/20233083295163 on 8/4/20233083295163 on 8/16/20233083295163 on 8/16/20233083295163 on 10/27/20233083295163 on 11/2/20233083295163 on 12/7/20233238513168 on 3/27/2024

No. Clients, Historic

2,0001,00002020202120222023202420251420 on 3/24/20201420 on 3/24/20201420 on 6/29/20201420 on 9/2/20201420 on 9/14/20201558 on 3/22/20211558 on 3/22/20211558 on 4/12/20211558 on 9/22/20211558 on 11/3/20211558 on 12/13/20211700 on 3/30/20221700 on 3/31/20221700 on 11/2/20221700 on 11/3/20221700 on 1/24/20231814 on 3/15/20231814 on 3/16/20231814 on 8/4/20231814 on 8/16/20231814 on 8/16/20231814 on 10/27/20231814 on 11/2/20231814 on 12/7/20231840 on 3/27/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 706K 7K –
ABBVIE INC COM 1M 8K –
ACCENTURE PLC IRELAND SHS CLASS A 270K 889 –
ADOBE INC COM 278K 501 –
ADVANCED MICRO DEVICES INC COM 225K 1K –
ALBEMARLE CORP COM 291K 3K –
ALPHABET INC CAP STK CL A 4M 23K –
ALPHABET INC CAP STK CL C 472K 3K –
ALTRIA GROUP INC COM 470K 10K –
AMAZON COM INC COM 3M 14K –
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 241K 14K –
AMERICAN CENTY ETF TR INTL SMCP VLU 36M 553K –
AMERICAN CENTY ETF TR US SML CP VALU 56M 619K –
AMERICAN EXPRESS CO COM 6M 26K –
AMES NATL CORP COM 280K 14K –
AMGEN INC COM 451K 1K –
APPLE INC COM 31M 147K –
APPLIED MATLS INC COM 324K 1K –
ASML HOLDING N V N Y REGISTRY SHS 306K 299 –
AT&T INC COM 420K 22K –
AUTOMATIC DATA PROCESSING IN COM 255K 1K –
BANK AMERICA CORP COM 405K 10K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 8M 19K –
BEST BUY INC COM 724K 9K –
BOEING CO COM 553K 3K –
BRISTOL-MYERS SQUIBB CO COM 282K 7K –
BROADCOM INC COM 735K 458 –
CANADIAN PACIFIC KANSAS CITY COM 363K 5K –
CARDINAL HEALTH INC COM 447K 5K –
CASEYS GEN STORES INC COM 2M 6K –
CATERPILLAR INC COM 328K 984 –
CHEVRON CORP NEW COM 584K 4K –
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 261K 7K –
CISCO SYS INC COM 629K 13K –
COCA COLA CO COM 342K 5K –
COLGATE PALMOLIVE CO COM 272K 3K –
COMCAST CORP NEW CL A 217K 6K –
CONOCOPHILLIPS COM 2M 21K –
CORTEVA INC COM 531K 10K –
COSTCO WHSL CORP NEW COM 882K 1K –
DEERE & CO COM 3M 8K –
DELTA AIR LINES INC DEL COM NEW 3M 65K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 1M 33K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 90M 3M –
DIMENSIONAL ETF TRUST INFLATION PROTE 739K 18K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 128M 4M –
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 31M 1M –
DIMENSIONAL ETF TRUST NATL MUN BD ETF 58M 1M –
DIMENSIONAL ETF TRUST SHORT DURATION F 2M 33K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 292K 9K –
DIMENSIONAL ETF TRUST US EQUITY ETF 67M 1M –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 65M 2M –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 95M 3M –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 58M 1M –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 31M 512K –
DIMENSIONAL ETF TRUST US SUSTAINABILTY 465K 13K –
DIMENSIONAL ETF TRUST US TARGETED VLU 27M 518K –
DIMENSIONAL ETF TRUST WORLD EQUITY ETF 532K 9K –
DISNEY WALT CO COM 699K 7K –
DUKE ENERGY CORP NEW COM NEW 219K 2K –
EATON CORP PLC SHS 2M 7K –
ELI LILLY & CO COM 2M 2K –
EXXON MOBIL CORP COM 2M 17K –
FEDEX CORP COM 1M 4K –
FIDELITY NATL INFORMATION SV COM 329K 4K –
FREEPORT-MCMORAN INC CL B 2M 32K –
GE AEROSPACE COM NEW 419K 3K –
GENERAL MLS INC COM 447K 7K –
HDFC BANK LTD SPONSORED ADS 247K 4K –
HERSHEY CO COM 410K 2K –
HOME DEPOT INC COM 603K 2K –
HONEYWELL INTL INC COM 316K 1K –
INGERSOLL RAND INC COM 242K 3K –
INTERNATIONAL BUSINESS MACHS COM 339K 2K –
INVESCO QQQ TR UNIT SER 1 17M 36K –
ISHARES INC CORE MSCI EMKT 22M 412K –
ISHARES INC MSCI EMERG MRKT 781K 14K –
ISHARES INC MSCI EMRG CHN 578K 10K –
ISHARES TR BLACKROCK ULTRA 39M 771K –
ISHARES TR CORE MSCI INTL 40M 613K –
ISHARES TR CORE S&P SCP ETF 1M 9K –
ISHARES TR CORE S&P500 ETF 37M 67K –
ISHARES TR CORE TOTAL USD 2M 41K –
ISHARES TR EAFE VALUE ETF 614K 12K –
ISHARES TR ESG AW MSCI EAFE 492K 6K –
ISHARES TR ESG AWARE MSCI 241K 6K –
ISHARES TR ESG AWR MSCI USA 2M 19K –
ISHARES TR ESG AWR US AGRGT 2M 34K –
ISHARES TR ESG MSCI LEADR 296K 3K –
ISHARES TR GLOBAL REIT ETF 2M 95K –
ISHARES TR MSCI AC ASIA ETF 216K 3K –
ISHARES TR MSCI EAFE MIN VL 1M 16K –
ISHARES TR MSCI EMG MKT ETF 511K 12K –
ISHARES TR MSCI INTL QUALTY 15M 396K –
ISHARES TR MSCI INTL VLU FT 9M 342K –
ISHARES TR MSCI USA MIN VOL 3M 37K –
ISHARES TR MSCI USA MMENTM 54M 278K –
ISHARES TR MSCI USA QLT FCT 110M 642K –
ISHARES TR MSCI USA VALUE 12M 114K –
ISHARES TR NATIONAL MUN ETF 50M 470K –
ISHARES TR RUS 1000 GRW ETF 256K 702 –
ISHARES TR RUS 2000 VAL ETF 736K 5K –
ISHARES TR RUSSELL 2000 ETF 23M 112K –
ISHARES TR RUSSELL 3000 ETF 606K 2K –
ISHARES TR SHORT TREAS BD 800K 7K –
ISHARES TR SHRT NAT MUN ETF 352K 3K –
ISHARES TR US TREAS BD ETF 40M 2M –
ISHARES U S ETF TR BLACKROCK SHORT 24M 486K –
JOHNSON & JOHNSON COM 1M 10K –
JPMORGAN CHASE & CO. COM 1M 7K –
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 223K 9K –
LENNOX INTL INC COM 343K 641 –
LINDE PLC SHS 272K 620 –
LOWES COS INC COM 360K 2K –
MASTERCARD INCORPORATED CL A 398K 901 –
MCDONALDS CORP COM 2M 9K –
MERCK & CO INC COM 441K 4K –
META PLATFORMS INC CL A 4M 8K –
MICROSOFT CORP COM 10M 23K –
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 108K 10K –
MONDELEZ INTL INC CL A 745K 11K –
NETFLIX INC COM 342K 507 –
NIKE INC CL B 349K 5K –
NOVO-NORDISK A S ADR 310K 2K –
NVIDIA CORPORATION COM 3M 26K –
OLD REP INTL CORP COM 490K 16K –
ORACLE CORP COM 2M 16K –
OVINTIV INC COM 7M 155K –
PALANTIR TECHNOLOGIES INC CL A 2M 72K –
PEPSICO INC COM 1M 7K –
PFIZER INC COM 812K 29K –
PHILIP MORRIS INTL INC COM 903K 9K –
PRINCIPAL FINANCIAL GROUP IN COM 990K 13K –
PROCTER AND GAMBLE CO COM 2M 10K –
RIVIAN AUTOMOTIVE INC COM CL A 177K 13K –
ROCKWELL AUTOMATION INC COM 231K 838 –
S&P GLOBAL INC COM 999K 2K –
SALESFORCE INC COM 254K 986 –
SAP SE SPON ADR 211K 1K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 1M 42K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 513K 17K –
SCHWAB STRATEGIC TR FUNDAMENTAL US B 1M 21K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 329K 5K –
SCHWAB STRATEGIC TR INTL EQTY ETF 3M 82K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 1M 31K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 855K 18K –
SCHWAB STRATEGIC TR US BRD MKT ETF 2M 33K –
SCHWAB STRATEGIC TR US LRG CAP ETF 2M 25K –
SCHWAB STRATEGIC TR US REIT ETF 556K 28K –
SCHWAB STRATEGIC TR US SML CAP ETF 2M 48K –
SHELL PLC SPON ADS 243K 3K –
SPDR DOW JONES INDL AVERAGE UT SER 1 6M 16K –
SPDR GOLD TR GOLD SHS 352K 2K –
SPDR S&P 500 ETF TR TR UNIT 511K 939 –
SPDR SER TR NUVEEN BLMBRG MU 24M 530K –
SPDR SER TR NUVEEN BLMBRG SH 6M 130K –
SPDR SER TR PORTFLI INTRMDIT 984K 35K –
SPDR SER TR S&P DIVID ETF 373K 3K –
STANDARD MTR PRODS INC COM 333K 12K –
STARBUCKS CORP COM 218K 3K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 750K 4K –
TARGET CORP COM 501K 3K –
TESLA INC COM 978K 5K –
TRANE TECHNOLOGIES PLC SHS 901K 3K –
UNITED AIRLS HLDGS INC COM 249K 5K –
UNITED MICROELECTRONICS CORP SPON ADR NEW 305K 35K –
UNITEDHEALTH GROUP INC COM 2M 4K –
US BANCORP DEL COM NEW 217K 5K –
VANGUARD BD INDEX FDS SHORT TRM BOND 2M 20K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 137M 2M –
VANGUARD INDEX FDS GROWTH ETF 491K 1K –
VANGUARD INDEX FDS REAL ESTATE ETF 1M 18K –
VANGUARD INDEX FDS SM CP VAL ETF 42M 229K –
VANGUARD INDEX FDS TOTAL STK MKT 341M 1M –
VANGUARD INDEX FDS VALUE ETF 202M 1M –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 6M 144K –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 588K 14K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 10M 87K –
VANGUARD MUN BD FDS TAX EXEMPT BD 43M 855K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 116M 2M –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 2M 28K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 39M 666K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 241K 3K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 15M 177K –
VANGUARD STAR FDS VG TL INTL STK F 268K 4K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 125M 3M –
VANGUARD WORLD FD ESG INTL STK ETF 355K 6K –
VANGUARD WORLD FD UTILITIES ETF 839K 6K –
VISA INC COM CL A 760K 3K –
WALMART INC COM 1M 16K –
WELLS FARGO CO NEW COM 3M 52K –
WEST BANCORPORATION INC CAP STK 551K 31K –
WIPRO LTD SPON ADR 1 SH 171K 28K –
WISDOMTREE TR INTL QULTY DIV 234K 6K –
WORKIVA INC COM CL A 297K 4K –
YUM BRANDS INC COM 496K 4K –