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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.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Platform
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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