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Foster & Motley, Inc.

● SEC registered since 1996CRD 106905SEC# 801-53289Cincinnati, OH
Export (members)
Reg. AUM
$2.54B
Employees
50
Accounts
889
Location
Cincinnati, OH

Foster & Motley, Inc. assets under management

Foster & Motley, Inc. is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 1996. It reports $2.5 billion in regulatory assets under management and employs 50 people.

Foster & Motley, Inc. owners & executives

15 reported
NameTitleOwnershipSince
Anthony Robert Luckhardt ControlShareholder5-10%2012
Bradley Michael Soper ControlTreasurer, ShareholderUnder 5%2022
David Alan Foster ControlShareholderUnder 5%1997
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Frequently asked questions

How much does Foster & Motley, Inc. manage?

Foster & Motley, Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Foster & Motley, Inc. have?

Foster & Motley, Inc. reports 50 employees.

Where is Foster & Motley, Inc. located?

Foster & Motley, Inc. is based in Cincinnati, OH and has been SEC-registered since 1996.

Does Foster & Motley, Inc. disclose fund performance?

Foster & Motley, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7755 Montgomery Road, Suite 100, Cincinnati, OH 45236
Phone513-561-6640
Fax513-272-7527
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1163902
Discloses disciplinary historyNo

Assets under management

Discretionary$2.48B
Non-discretionary$60.8M
Total (RAUM)$2.54B