$89.9M Total AUM
$89.9M Disc. AUM
-- 3Y CAGR
2 Employees
265 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith oak
- Established Date
- 02-09-2017
- Office Locations
- 1
Office Locations
151 Prosperous Place, STE 1-B Lexington KY
About Foster Investment Services
Foster Investment Services is a Kentucky-formed RIA founded in 2017 by Logan E. Foster. The firm provides investment management with a risk-adjusted, capital-preservation focus, including individually managed bond/fixed income accounts. Supports individual/joint accounts, IRAs, trusts, and 401(k) rollovers, with custody through Charles Schwab.
Team overview
59 AVG AGE
$45.0M AVG AUM / ADVISOR
$339.3K AVG AUM / CLIENT
6.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
See the complete signal summary connected to signal.
Unlock to compare peer behavior around ridge signal.
Upgrade to reveal position-level detail across beacon prime.
Open the full profile to inspect shifts in atlas wave.
Full visibility includes strategy notes for radial foundation.
Upgrade to reveal position-level detail across bridge pioneer.
Request access to benchmark trends tied to value.
Upgrade to reveal position-level detail across zenith pioneer.
Asset Classes
Quantum Momentum Ridge Foundation insight
Client Personas
Horizon
Investment Themes
Eagle
Investment Vehicles
Eagle
Platform
Signal
Services
Alpha ember Foundation focus Element quantum Eagle
Technology
Glacier quantum
Owner & Executives
L
LOGAN EDWARD FOSTER
Investment Advisor, Managing Member
- CRD
- #2124097
- Ownership
- 75% or more
(722) 217-3322
matrix.glacier@legacycapital.com
in linkedin.com/in/glacier-peak
Showing 1 of 1 owners & executives
Unlock allContacts
G
George Logan Foster II
Investment Advisor Representative
- CRD
- #7532961
(922) 554-6331
fusion.frontier@capitalcapital.com
in linkedin.com/in/delta-north
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,906,362 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,906,362 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $89,906,362
Public Funds:
7.2% Equity - Exchange:
7.1% U.S. Government/Agency:
13.6% Corporate - Investment Grade:
28.5% Cash:
16.7% Municipal Bonds:
26.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $154,523,530 | 7.2% |
| Equity - Exchange | $152,377,369 | 7.1% |
| U.S. Government/Agency | $291,877,778 | 13.6% |
| Corporate - Investment Grade | $611,655,638 | 28.5% |
| Cash | $358,408,742 | 16.7% |
| Municipal Bonds | $577,317,075 | 26.9% |
| Total | $2,146,160,132 | 100.0% |