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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2016
- Office Locations
- 1
Office Locations
About Foster Victor
Foster Victor is a boutique Greenville, SC wealth firm serving successful families, business owners and entrepreneurs, including through its Foster Victor Family Office. The team-based specialist model provides integrated financial/wealth planning (tax, estate, charitable and succession planning) alongside portfolio management focused on diversified asset allocation using ETFs and public funds, with selective use of alternatives. Custodies primarily at Schwab.
Reported data analysis
What the numbers show
Between June 6, 2025 and March 30, 2026, reported AUM increased 22.8%, from $2.2B to $2.6B.
Across 5 reported observations, AUM increased 136.6% between March 29, 2022 and March 30, 2026, from $1.1B to $2.6B.
Of the latest reported AUM, 93.7% is discretionary and 6.3% is non-discretionary.
The firm reports 18 advisory representatives and 1,734 clients, or 96.3 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Vehicles
- Platform
- Services
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The full Foster Victor record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL WILLIAM FOSTER
Managing Member, Principal
- CRD
- #4708572
- Ownership
- 50% but less than 75%
ROBERT THOMAS VICTOR
Principal
- CRD
- #5545220
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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RANDALL IRVIN BAUGHMAN JR
Principal
- CRD
- #5557738
Andrew Zachary Brown
Client Service Specialist
- CRD
- #7135741
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,477,639,320 | $465,809 |
| Non-Discretionary | $167,075,918 | $110,573 |
| Total | $2,644,715,238 | $387,220 |
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Separately Managed Accounts
SMA allocation detail is available
Foster Victor has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Foster Victor's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.