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Foster Victor Wealth Advisors, LLC

● SEC registered since 2016CRD 283656SEC# 801-107775Greenville, SC
Export (members)
Reg. AUM
$2.15B
Employees
38
Accounts
5,795
Location
Greenville, SC

Foster Victor Wealth Advisors, LLC assets under management

Foster Victor Wealth Advisors, LLC is an SEC-registered investment adviser based in Greenville, SC. The firm has been registered since 2016. It reports $2.2 billion in regulatory assets under management and employs 38 people.
www.fostervictor.comView on SEC.gov ↗

Foster Victor Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kylie Kotowski Felker ControlMember, Chief Compliance Officer, And President5-10%2016
Paul William Foster ControlManaging Member50-75%2016
Robert Thomas Victor ControlMember25-50%2016

Frequently asked questions

How much does Foster Victor Wealth Advisors, LLC manage?

Foster Victor Wealth Advisors, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Foster Victor Wealth Advisors, LLC have?

Foster Victor Wealth Advisors, LLC reports 38 employees.

Where is Foster Victor Wealth Advisors, LLC located?

Foster Victor Wealth Advisors, LLC is based in Greenville, SC and has been SEC-registered since 2016.

Does Foster Victor Wealth Advisors, LLC disclose fund performance?

Foster Victor Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Toy Street, Suite 200, Greenville, SC 29601
Phone(864) 720-2000
Fax(864) 720-2020
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1769063
Discloses disciplinary historyNo

Assets under management

Discretionary$2.05B
Non-discretionary$101.1M
Total (RAUM)$2.15B