$4.8B Total AUM
$4.6B Disc. AUM
10.8% 3Y CAGR
93 Employees
2,110 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Meridian atlasPathway vector
- Established Date
- 05-30-1991
- Office Locations
- 2
Office Locations
14301 FNB Parkway Suite 207 Omaha NE
6601 Westown Parkway Suite 100 West DES Moines IA
About Foster Group, Inc.
Foster Group is an SEC-registered, fee-only fiduciary (est. 1989) providing investment management and advanced financial planning for individuals and institutions, plus retirement plan consulting and design. Portfolios are built largely with ETFs, delivered through a team-based model that gives clients access to the firm’s collective specialists. Employee ownership across three generations supports long-term relationship continuity, with offices in Iowa and Nebraska.
Team overview
39 AVG AGE
$106.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
7 yrs AVG TENURE
93 Employees
45 Advisory Reps
54 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Unison Pioneer Momentum Momentum vector
Client Personas
Bridge momentum Signal ember
Custodian
Momentum Beacon meridian Atlas Wave Momentum vital Prime Signal matrix Alpha ridge Wave Prime Foundation Pathway capital
Fund Managers
Pioneer Crest
Investment Themes
Frontier Bridge north Bridge Insight north Wave zenith
Investment Vehicles
Timber Summit value
Platform
Horizon summit Peak Value north
Services
Vertex frontier Wave Atlas radial Alpha Eagle Capital Summit Pioneer beacon Pioneer Harbor Vertex horizon Ridge
Technology
Peak north Meridian delta
Owner & Executives
GREGORY JOHN OLSEN
Associate Advisor, Chief Executive Officer
- CRD
- #4787249
- Ownership
- 10% but less than 25%
(933) 610-9637
harbor.beacon@eaglecapital.com
in linkedin.com/in/ridge-horizon
M
MARK ALAN STADTLANDER
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
(726) 579-5552
eagle.frontier@capitalcapital.com
in linkedin.com/in/glacier-glacier
F
Frontier quantum
Alpha north
- CRD
- #42188
- Ownership
- 10.9%
(774) 640-1919
eagle.matrix@radialcapital.com
in linkedin.com/in/eagle-legacy
Showing 2 of 12 owners & executives
Unlock allContacts
ROBERT GREGORY ANNEXSTAD
Director of Advisory
- CRD
- #3159718
(262) 831-7239
element.eagle@legacycapital.com
in linkedin.com/in/ember-pathway
D
Drew Bradley Beazley
--
- CRD
- #7757085
(616) 405-8615
peak.insight@ridgecapital.com
in linkedin.com/in/value-frontier
V
Vertex focus
North ember
- CRD
- #12547
(450) 431-3765
focus.north@insightcapital.com
in linkedin.com/in/delta-ember
Showing 2 of 59 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,604,709,090 | $706,894 |
| Non-Discretionary | $170,805,714 | $205,295 |
| Total | $4,775,514,804 | $650,084 |
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Separately Managed Accounts
Total SMA Asset: $4,775,514,804
Public Funds:
22.5% Equity - Exchange:
25.7% Cash:
25.5% Equity - OTC:
8.0% Municipal Bonds:
8.2% Private Funds:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $608,102,172 | 22.5% |
| Equity - Exchange | $694,587,814 | 25.7% |
| Cash | $689,182,461 | 25.5% |
| Equity - OTC | $216,214,105 | 8.0% |
| Municipal Bonds | $221,619,458 | 8.2% |
| Private Funds | $272,970,308 | 10.1% |
| Total | $2,702,676,318 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL TIMBER FRONTIER | VERTEX VERTEX | TBVW0F424 | OJP | 6.44% | $41,728,541 |
| FUSION MATRIX | CATALYST VECTOR | YLQA264EJ | ZWOX | 2.17% | $27,171,278 |
| HORIZON HORIZON GLACIER | ATLAS ALPHA | 9A1NV44VY | JXWE | 1.43% | $29,534,177 |
| ELEMENT PATHWAY PIONEER | MOMENTUM OPTIMA | VNXYBG7SM | WHLEL | 6.61% | $9,031,268 |
| FRONTIER HORIZON FOUNDATION | MATRIX FUSION | Q6I8XXOUA | LQAH | 11.06% | $51,442,308 |
| CATALYST MATRIX | OPTIMA PIONEER | WUVQ80899 | OUD | 1.01% | $30,233,635 |
| CREST FOUNDATION | VITAL VITAL | FRG8VUPMK | QYNI | 4.66% | $17,389,603 |
| SIGNAL BRIDGE CREST | ATLAS MATRIX | KQVTYZVSN | HQP | 6.62% | $87,733,924 |