SourcingSourcing

FOSTER VICTOR WEALTH ADVISORS, LLC

C15
CRD 283656·SEC 801-107775·GREENVILLE, SC
AUM
$2.64B
$1B+
Est. Revenue
$26.4M
@ 1% on AUM
Est. EBITDA
$7.9M
@ 30% margin
Est. Deal Value
$63.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOSTER VICTOR WEALTH ADVISORS, LLC
CRD
283656
SEC file #
801-107775
EIN
812769033
DBA names
Foster Victor

Economics

AUM
$2.64B
AUM band
$1B+
AUM trajectory
'20'26
$416.2M → $2.64B▲ +535%
Client mix
Individuals Other904
Individuals High Net Worth734
Corporations90

Operations

Employees (total)
42
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
9 advisors → 18 advisors▲ +100%
Primary office
GREENVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
fostervictor.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOSTER, PAUL, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
FOSTER, PAUL, WILLIAM
VICTOR, ROBERT, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FOSTERVICTOR.COM
Rdap Domain Creation Date
2016-04-12T20:25:52Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001769063
Edgar Registered
Yes
Edgar Filing Count
32
Edgar First Filing Date
2019-03-04
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001769063-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
19
Bc Firm IAR Count
19
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
10 TOY STREET, SUITE 200GREENVILLE, SC 29601
Business
10 TOY STREET, SUITE 200GREENVILLE, SC 29601
Edgar EIN
812769033
Edgar Recent Filings
13F-HR2026-04-20 · 0001769063-26-000002
13F-HR2026-01-26 · 0001769063-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-12T20:25:52Z
Rdap Domain Last Changed
2026-04-13T16:16:15Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4708572
Trust Company Affiliate
No

People (20)

20
FOSTER, PAUL, WILLIAM
IAR · Direct Owner · 62.5%
4708572
VICTOR, ROBERT, THOMAS
IAR · Direct Owner · 37.5%
5545220
KYLIE KOTOWSKI FELKER
Direct Owner · 7.5%
5744759
Jennifer Hagadorn
IAR
7304794
Shawn Ryan Penland
IAR
7974045
Michael Garrett Hyer
IAR
6821638
KATHERINE LEIGH SANDERS
IAR
6727868
JONATHAN HUGH MCADAMS
IAR
2515543
Emily O'Neil Nelson
IAR
7628802
Andrew Zachary Brown
IAR
7135741
Grant Dowis
IAR
7661537
JAMES GORDON GULLEDGE
IAR
6129781
ROBERT THOMAS COLEMAN
IAR
5909512
Corrine Anita Lowitz
IAR
6572115
MATTHEW ALLEN HART
IAR
2256594
RANDALL IRVIN BAUGHMAN
IAR
5557738
ERIK CHRISTOPHER MIZELL
IAR
6061078
KENDALL MCCREIGHT KING
IAR
4940952
Michael Blake Crosby
IAR
6822115
Jackson Creech Morrissey
IAR
7591783