Foster Victor Wealth Advisors, Llc
- Regulatory AUM
- $2.6B
- Discretionary
- $2.5B
- Clients
- 1,728
- Avg AUM / client
- $1.5M
- Accounts
- 6,830
- Employees
- 42
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 242 positions, $1,749,767,273)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | VALUE ETF | $60,015,672 | 295,702 | 3.43% | 2.27% |
| 2 | Amazon Com Inc | COM | $46,912,629 | 188,389 | 2.68% | 1.77% |
| 3 | Alphabet Inc | CAP STK CL A | $46,782,354 | 140,526 | 2.67% | 1.77% |
| 4 | Schwab Strategic Tr | US LRG CAP ETF | $35,103,488 | 1,282,553 | 2.01% | 1.33% |
| 5 | Lam Research Corp | COM NEW | $33,515,749 | 123,034 | 1.92% | 1.27% |
| 6 | Ishares Tr | MSCI INTL QUALTY | $33,048,391 | 669,809 | 1.89% | 1.25% |
| 7 | Microsoft Corp | COM | $29,659,965 | 75,450 | 1.7% | 1.12% |
| 8 | Apple Inc | COM | $28,512,898 | 110,161 | 1.63% | 1.08% |
| 9 | Nasdaq Inc | COM | $28,502,136 | 328,706 | 1.63% | 1.08% |
| 10 | Pacer Fds Tr | US CASH COWS 100 | $25,365,671 | 409,058 | 1.45% | 0.96% |
| 11 | Mastercard Incorporated | CL A | $25,157,949 | 49,026 | 1.44% | 0.95% |
| 12 | Invesco Qqq Tr | UNIT SER 1 | $25,129,700 | 39,977 | 1.44% | 0.95% |
| 13 | Valero Energy Corp | COM | $25,000,013 | 106,121 | 1.43% | 0.95% |
| 14 | Lpl Finl Hldgs Inc | COM | $24,096,878 | 74,731 | 1.38% | 0.91% |
| 15 | Gsk Plc | SPONSORED ADR | $23,352,119 | 394,595 | 1.33% | 0.88% |
| 16 | Oneok Inc New | COM | $22,453,771 | 264,660 | 1.28% | 0.85% |
| 17 | Garmin Ltd | SHS | $22,226,805 | 84,040 | 1.27% | 0.84% |
| 18 | Halliburton Co | COM | $21,891,847 | 583,627 | 1.25% | 0.83% |
| 19 | Cisco Sys Inc | COM | $21,588,796 | 261,334 | 1.23% | 0.82% |
| 20 | Amgen Inc | COM | $21,338,194 | 60,801 | 1.22% | 0.81% |
| 21 | Pfizer Inc | COM | $21,299,117 | 785,655 | 1.22% | 0.81% |
| 22 | Canadian Pacific Kansas City | COM | $21,224,599 | 258,238 | 1.21% | 0.8% |
| 23 | Steris Plc | SHS USD | $20,331,696 | 90,431 | 1.16% | 0.77% |
| 24 | Emerson Elec Co | COM | $20,313,549 | 140,520 | 1.16% | 0.77% |
| 25 | Freeport Mcmoran Inc | CL B | $20,102,585 | 294,457 | 1.15% | 0.76% |
Top 25 of 242 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 904 | $275M | 10.4% |
| High net worth individuals | 734 | $2.3B | 87.9% |
| Charitable organizations | Fewer than 5 clients | $458K | 0.02% |
| Insurance companies | Fewer than 5 clients | $3.1M | 0.12% |
| Corporations and other businesses | 90 | $40.7M | 1.54% |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Felker, Kylie, Kotowski | Member, Chief Compliance Officer, And President | May 2016 (10y) | 5% – 10% | |
| Paul William Foster | Managing Member | CFP | May 2016 (10y) | 50% – 75% |
| Robert Thomas Victor | Member | May 2016 (10y) | 25% – 50% | |
| Randall Irvin Baughman | Registered representative | CFP | May 2016 (10y) | |
| Robert Thomas Coleman | Registered representative | CFP | Mar 2017 (9y) | |
| Michael Garrett Hyer | Registered representative | Sep 2017 (9y) | ||
| James Gordon Gulledge | Registered representative | Jul 2019 (7y) | ||
| Andrew Zachary Brown | Registered representative | CFP | Jan 2022 (5y) | |
| Katherine Leigh Sanders | Registered representative | CFP | Mar 2022 (4y) | |
| Jennifer Hagadorn | Registered representative | CFP | Aug 2022 (4y) | |
| Jackson Creech Morrissey | Registered representative | Jan 2024 (3y) | ||
| Shawn Ryan Penland | Registered representative | Sep 2024 (2y) | ||
| Jonathan Hugh Mcadams | Registered representative | CFA | Jan 2025 (2y) | |
| Kendall Mccreight King | Registered representative | Jan 2025 (2y) | ||
| Erik Christopher Mizell | Registered representative | CFP | Jan 2025 (2y) | |
| Matthew Allen Hart | Registered representative | CFA | Feb 2025 (2y) | |
| Grant Dowis | Registered representative | Sep 2025 (1y) | ||
| Michael Blake Crosby | Registered representative | Jan 2026 (1y) | ||
| Corrine Anita Lowitz | Registered representative | Feb 2026 (1y) | ||
| Emily O'neil Nelson | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $2.5B (93% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗