Foster Victor Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, family office services, insurance, retirement plan services, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Foster Victor Wealth Advisors reports 1,728 clients. They include 904 individual clients, 734 high-net-worth individuals, and 90 corporations and other businesses. Of its assets, 93.7% ($2.48B across 5,319 accounts) are managed with discretion; $167M across 1,511 accounts are not. Of its clients, 1% are outside the U.S. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 10% |
| High-net-worth individuals | 42% | 88% |
| Charitable organizations | Fewer than 5 | <1% |
| Insurance companies | Fewer than 5 | <1% |
| Corporations and other businesses | 5% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 904 | $275M | 10.4% | $304K |
| High-net-worth individuals | 734 | $2.33B | 87.9% | $3.17M |
| Charitable organizations | Fewer than 5 | $458K | 0.0% | — |
| Insurance companies | Fewer than 5 | $3.09M | 0.1% | — |
| Corporations and other businesses | 90 | $40.7M | 1.5% | $452K |
| Total | 1,728 | $2.64B | 100% | — |
- Clients
- 904
- Regulatory AUM
- $275M
- AUM share
- 10.4%
- Avg. per client
- $304K
- Clients
- 734
- Regulatory AUM
- $2.33B
- AUM share
- 87.9%
- Avg. per client
- $3.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $458K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $3.09M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 90
- Regulatory AUM
- $40.7M
- AUM share
- 1.5%
- Avg. per client
- $452K
Total
- Clients
- 1,728
- Regulatory AUM
- $2.64B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Foster Victor Wealth Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone engagements are generally a fixed fee from $5,000 to $25,000, with one-half due on execution of the advisory agreement.
- Multi-Family Office Engagement
- Sliding fee schedule for clients who choose the multi-family office engagement: 1.00% up to $20 million, falling to 0.11% on assets from $900 million to $1 billion.
- Retirement Plan Consulting
- Fixed project-based fee, individually negotiated for each plan sponsor engagement; the brochure states no rate.
Paul Foster owns 50% to 75% of Foster Victor Wealth Advisors. The leadership team of Foster Victor Wealth Advisors includes President Kylie Felker. It has 42 employees, 18 of them in advisory roles.
Staff
- 42 employees
- 18 in advisory functions
- 18 state-registered reps
- 16 insurance agents
- Owns 50% to 75% of Foster Victor Wealth Advisors, LLC
Paul Foster
Control person · since May 2016
- Owns 25% to 50% of Foster Victor Wealth Advisors, LLC
Robert Victor
Control person · since May 2016
- Owns 5% to 10% of Foster Victor Wealth Advisors, LLC
Kylie Felker
Control person · since May 2016
Foster Victor Wealth Advisors’ regulatory assets grew 3.6× from $741M (March 2021) to $2.64B (March 2026); clients rose from 1,067 to 1,728 and employees from 22 to 42.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $2.64B | 1,728 | 42 | 1 |
| Jun 2025June 2025 | $2.15B | 1,612 | 38 | 1 |
| Apr 2024April 2024 | $1.69B | 1,483 | 35 | 1 |
| May 2023May 2023 | $1.24B | 1,392 | 30 | 1 |
| Mar 2022March 2022 | $1.12B | 1,228 | 29 | 1 |
| Mar 2021March 2021 | $741M | 1,067 | 22 | 1 |
Besides its headquarters, Foster Victor Wealth Advisors has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 10 Toy Street, Suite 200, GreenvilleHQ
Other business names
Foster Victor Wealth Advisors has reported 1 other business name to the SEC.
- Foster Victor Wealth Advisors
Contact and registration details
- Legal name
- Foster Victor Wealth Advisors, LLC
- Headquarters
- 10 Toy Street, Suite 200, Greenville, SC 29601
- Website
- fostervictor.com
- Phone
- 864-720-2000
- @10784942
- SEC file
- 801-107775
- Founded
- 2016
- Structure
- Delaware LLC
- Fiscal year end
- December
Foster Victor Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($2.46B). Foster Victor Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab and Co. · Orlando, FL · $2.46B100%
At year end, Foster Victor Wealth Advisors’ separately managed accounts were mostly in stocks (56%) and funds (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.9B across 254 positions; the largest are Vanguard Index Fds (3.5%), Alphabet Inc. (2.7%) and Amazon Com Inc. (2.2%).
What the accounts hold
- Stocks56%
- Exchange-traded equities55%
- Non-exchange-traded equities1%
- Funds28%
- Registered funds25%
- Pooled vehicles3%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash13%
How many clients does Foster Victor Wealth Advisors have?
Foster Victor Wealth Advisors has 1,728 clients and manages $2.64 billion for them, as of March 2026. They include 904 individual clients, 734 high-net-worth individuals, and 90 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Foster Victor Wealth Advisors offer?
Foster Victor Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, family office services, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Foster Victor Wealth Advisors use?
Foster Victor Wealth Advisors’ separately managed account assets are held at Charles Schwab and Co. (Orlando, FL), with $2.46B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Foster Victor Wealth Advisors have?
Foster Victor Wealth Advisors has 18 investment adviser representatives registered with state securities authorities, out of 42 employees, and 18 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 16 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Foster Victor Wealth Advisors invest in?
At the end of its last fiscal year, Foster Victor Wealth Advisors’ separately managed accounts held 55% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents, 3% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Foster Victor Wealth Advisors?
Foster Victor Wealth Advisors’ direct owners are Kylie Felker (5% to 10%), Robert Victor (25% to 50%) and Paul Foster (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Foster Victor Wealth Advisors get paid?
Foster Victor Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Foster Victor Wealth Advisors?
Foster Victor Wealth Advisors’ main office is at 10 Toy Street, Suite 200, Greenville, SC 29601. Its phone number is 864-720-2000. Its website is fostervictor.com.