$2.9B Total AUM
$2.9B Disc. AUM
14.4% 3Y CAGR
51 Employees
964 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-18-1996
- Office Locations
- 1
Office Locations
7755 Montgomery Road Suite 100 Cincinnati OH
About Foster & Motley INC
Foster & Motley INC is a Cincinnati-based RIA. The firm has been operating for 29 years. Managing $2.9B in total assets under management, with 22 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
40 AVG AGE
$133.5M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
11.4 yrs AVG TENURE
51 Employees
22 Advisory Reps
22 RIA Reps
29yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
LUCAS PARKER HAIL
Financial Planner
- CRD
- #2610234
- Ownership
- 10% but less than 25%
Available
Available
Available
Zachary Thomas Binzer
Financial Planner
- CRD
- #6709868
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 15 owners & executives
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Amina Addington
Associate Financial Planner
- CRD
- #8270401
Available
Available
Available
Sarah Katherine Browne
Portfolio Manager
- CRD
- #7093954
Available
Available
Available
Showing 2 of 33 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,881,922,835 | $3,245,409 |
| Non-Discretionary | $54,577,036 | $1,436,238 |
| Total | $2,936,499,871 | $3,171,166 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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