FOSTER & MOTLEY, INC.
Legal name: FOSTER & MOTLEY INC
CRD #106905 SEC #801-53289 CINCINNATI, OH 513-561-6640
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
50
Clients
--
Accounts
889
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.5B | $2.5B | $60.8M | 50 | 39 |
| Mar 2024 | $2.3B | $2.2B | $54.6M | 48 | 45 |
| Mar 2024 | $2.3B | $2.2B | $54.6M | 48 | 45 |
| Mar 2023 | $2B | $1.9B | $48M | 47 | 48 |
| Oct 2022 | $2.1B | $2B | $47.9M | 43 | 70 |
| Mar 2022 | $2.1B | $2B | $47.9M | 43 | 70 |
| Mar 2021 | $1.7B | $1.7B | $42.5M | 38 | 75 |
| Jun 2020 | $1.5B | $1.5B | $40.9M | 36 | 99 |
| Mar 2020 | $1.5B | $1.5B | $40.9M | 36 | 99 |
| Mar 2019 | $1.3B | $1.3B | $34.1M | 36 | 143 |
| Apr 2018 | $1.3B | $1.3B | $33.3M | 36 | 143 |
| Mar 2018 | $1.3B | $1.3B | $33.3M | 36 | 143 |
| Mar 2017 | $1.2B | $1.1B | $20.7M | 34 | 500 |
| Sep 2016 | $1B | $1B | $24.2M | 32 | 500 |
| Mar 2016 | $1B | $1B | $24.2M | 32 | 500 |
| Oct 2015 | $1B | $997.1M | $16.3M | 29 | 400 |
| Mar 2015 | $1B | $997.1M | $16.3M | 29 | 400 |
| Mar 2014 | $913.2M | $898.8M | $14.4M | 26 | 400 |
| Mar 2013 | $782.1M | $768.9M | $13.2M | 26 | 400 |
| Apr 2012 | $684.5M | $684.5M | $0 | 11 | 400 |
| Mar 2012 | $684.5M | $684.5M | $0 | 11 | 400 |
| Jul 2010 | $579M | $579M | $0 | -- | -- |
| Mar 2008 | $587M | $587M | $0 | -- | -- |
| Oct 2007 | $551.2M | $551.2M | $0 | -- | -- |
| Mar 2007 | $551.2M | $551.2M | $0 | 10 | -- |
| Mar 2007 | $455.4M | $455.4M | $0 | -- | -- |
| Mar 2007 | $455.4M | $455.4M | $0 | -- | -- |
| Mar 2006 | $455.4M | $455.4M | $0 | -- | -- |
| Oct 2005 | $404.7M | $404.7M | $0 | -- | -- |
| Jan 2005 | $334.8M | $334.8M | $0 | -- | -- |
| Jan 2005 | $334.8M | $334.8M | $0 | -- | -- |
| May 2001 | $227.4M | $139.2M | $88.2M | 10 | -- |
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$60.8M
Employees50
Clients39
DateMar 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$54.6M
Employees48
Clients45
DateMar 2024
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$54.6M
Employees48
Clients45
DateMar 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$48M
Employees47
Clients48
DateOct 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$47.9M
Employees43
Clients70
DateMar 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$47.9M
Employees43
Clients70
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$42.5M
Employees38
Clients75
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$40.9M
Employees36
Clients99
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$40.9M
Employees36
Clients99
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$34.1M
Employees36
Clients143
DateApr 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$33.3M
Employees36
Clients143
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$33.3M
Employees36
Clients143
DateMar 2017
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$20.7M
Employees34
Clients500
DateSep 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$24.2M
Employees32
Clients500
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$24.2M
Employees32
Clients500
DateOct 2015
Total AUM$1B
Discretionary$997.1M
Non-Disc.$16.3M
Employees29
Clients400
DateMar 2015
Total AUM$1B
Discretionary$997.1M
Non-Disc.$16.3M
Employees29
Clients400
DateMar 2014
Total AUM$913.2M
Discretionary$898.8M
Non-Disc.$14.4M
Employees26
Clients400
DateMar 2013
Total AUM$782.1M
Discretionary$768.9M
Non-Disc.$13.2M
Employees26
Clients400
DateApr 2012
Total AUM$684.5M
Discretionary$684.5M
Non-Disc.$0
Employees11
Clients400
DateMar 2012
Total AUM$684.5M
Discretionary$684.5M
Non-Disc.$0
Employees11
Clients400
DateJul 2010
Total AUM$579M
Discretionary$579M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$587M
Discretionary$587M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$551.2M
Discretionary$551.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$551.2M
Discretionary$551.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$455.4M
Discretionary$455.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$455.4M
Discretionary$455.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$455.4M
Discretionary$455.4M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$404.7M
Discretionary$404.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$334.8M
Discretionary$334.8M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$334.8M
Discretionary$334.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2001
Total AUM$227.4M
Discretionary$139.2M
Non-Disc.$88.2M
Employees10
Clients--