FOSTER GROUP, INC.
CRD #107148 SEC #801-38507 WEST DES MOINES, IA 515-226-9000
SEC Registered
Total AUM
$3.5B
Discretionary
$3.5B
Employees
85
Clients
--
Accounts
5,481
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $3.5B | $3.5B | $17.5M | 85 | 5 |
| Apr 2025 | $3.5B | $3.5B | $17.5M | 85 | 5 |
| Mar 2025 | $3.5B | $3.5B | $17.5M | 85 | 5 |
| Nov 2024 | $3.2B | $3.2B | $14.9M | 81 | 3 |
| Mar 2024 | $3.2B | $3.2B | $14.9M | 81 | 3 |
| Dec 2023 | $3.1B | $3B | $119.2M | 75 | 3 |
| Nov 2023 | $3.1B | $3B | $119.2M | 75 | 3 |
| Oct 2023 | $3.1B | $3B | $119.2M | 75 | 3 |
| Aug 2023 | $3.1B | $3B | $119.2M | 75 | 3 |
| Aug 2023 | $3.1B | $3B | $119.2M | 75 | 3 |
| Mar 2023 | $3.1B | $3B | $119.2M | 75 | 3 |
| Mar 2023 | $3.1B | $3B | $119.2M | 75 | 3 |
| Jan 2023 | $3.4B | $3.2B | $152.2M | 65 | 3 |
| Nov 2022 | $3.4B | $3.2B | $152.2M | 65 | 3 |
| Nov 2022 | $3.4B | $3.2B | $152.2M | 65 | 3 |
| Mar 2022 | $3.4B | $3.2B | $152.2M | 65 | 3 |
| Dec 2021 | $2.6B | $2.6B | $0 | 59 | 4 |
| Nov 2021 | $2.6B | $2.6B | $0 | 59 | 4 |
| Sep 2021 | $2.6B | $2.6B | $0 | 59 | 4 |
| Apr 2021 | $2.6B | $2.6B | $0 | 59 | 4 |
| Mar 2021 | $2.6B | $2.6B | $0 | 59 | 4 |
| Sep 2020 | $2.3B | $2.3B | $258.5K | 56 | 5 |
| Sep 2020 | $2.3B | $2.3B | $258.5K | 56 | 5 |
| Jun 2020 | $2.3B | $2.3B | $258.5K | 56 | 5 |
| Mar 2020 | $2.3B | $2.3B | $258.5K | 56 | 5 |
| Mar 2019 | $2B | $2B | $0 | 54 | 31 |
| Nov 2018 | $2.1B | $2.1B | $0 | 50 | 31 |
| Aug 2018 | $2.1B | $2.1B | $0 | 50 | 31 |
| Jul 2018 | $2.1B | $2.1B | $0 | 50 | 31 |
| Mar 2018 | $2.1B | $2.1B | $0 | 50 | 31 |
| Feb 2018 | $2B | $2B | $0 | 51 | 32 |
| Oct 2017 | $2B | $2B | $0 | 51 | 32 |
| Aug 2017 | $1.8B | $1.8B | $35.5M | 46 | 1,100 |
| Mar 2017 | $1.8B | $1.8B | $35.5M | 46 | 1,100 |
| Dec 2016 | $1.6B | $1.5B | $22.9M | 41 | 1,000 |
| Sep 2016 | $1.6B | $1.5B | $22.9M | 41 | 1,000 |
| Mar 2016 | $1.6B | $1.5B | $22.9M | 41 | 1,000 |
| Aug 2015 | $1.5B | $1.5B | $22.8M | 38 | 1,000 |
| Apr 2015 | $1.5B | $1.5B | $22.8M | 38 | 1,000 |
| Mar 2015 | $1.5B | $1.5B | $22.8M | 38 | 1,000 |
| Apr 2014 | $1.5B | $1.4B | $16.7M | 35 | 900 |
| Feb 2014 | $1.3B | $1.3B | $5.8M | 33 | 900 |
| Aug 2013 | $1.3B | $1.3B | $5.8M | 33 | 900 |
| Aug 2013 | $1.3B | $1.3B | $5.8M | 33 | 900 |
| Jul 2013 | $1.3B | $1.3B | $5.8M | 26 | 900 |
| May 2013 | $1.3B | $1.3B | $5.8M | 26 | 900 |
| Apr 2013 | $1.3B | $1.3B | $0 | 26 | 900 |
| Aug 2012 | $1.1B | $1.1B | $13.1M | 11 | 800 |
| May 2012 | $1.1B | $1.1B | $13.1M | 11 | 800 |
| Mar 2012 | $1.1B | $1.1B | $13.1M | 11 | 800 |
| Mar 2011 | $1.1B | $1.1B | $7.9M | -- | -- |
| Mar 2010 | $846.8M | $846.8M | $0 | -- | -- |
| Mar 2009 | $708.4M | $708.4M | $0 | -- | -- |
| Mar 2007 | $850.2M | $850.2M | $0 | -- | -- |
| May 2005 | $532.2M | $532.2M | $0 | -- | -- |
| Dec 2004 | $399.1M | $399.1M | $0 | -- | -- |
| Mar 2004 | $399.1M | $399.1M | $0 | -- | -- |
| Mar 2002 | $238.6M | $235.7M | $2.9M | -- | -- |
| Jun 2001 | $218.4M | $215.2M | $3.2M | -- | -- |
DateJun 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$17.5M
Employees85
Clients5
DateApr 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$17.5M
Employees85
Clients5
DateMar 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$17.5M
Employees85
Clients5
DateNov 2024
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$14.9M
Employees81
Clients3
DateMar 2024
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$14.9M
Employees81
Clients3
DateDec 2023
Total AUM$3.1B
Discretionary$3B
Non-Disc.$119.2M
Employees75
Clients3
DateNov 2023
Total AUM$3.1B
Discretionary$3B
Non-Disc.$119.2M
Employees75
Clients3
DateOct 2023
Total AUM$3.1B
Discretionary$3B
Non-Disc.$119.2M
Employees75
Clients3
DateAug 2023
Total AUM$3.1B
Discretionary$3B
Non-Disc.$119.2M
Employees75
Clients3
DateAug 2023
Total AUM$3.1B
Discretionary$3B
Non-Disc.$119.2M
Employees75
Clients3
DateMar 2023
Total AUM$3.1B
Discretionary$3B
Non-Disc.$119.2M
Employees75
Clients3
DateMar 2023
Total AUM$3.1B
Discretionary$3B
Non-Disc.$119.2M
Employees75
Clients3
DateJan 2023
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$152.2M
Employees65
Clients3
DateNov 2022
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$152.2M
Employees65
Clients3
DateNov 2022
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$152.2M
Employees65
Clients3
DateMar 2022
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$152.2M
Employees65
Clients3
DateDec 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees59
Clients4
DateNov 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees59
Clients4
DateSep 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees59
Clients4
DateApr 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees59
Clients4
DateMar 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees59
Clients4
DateSep 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$258.5K
Employees56
Clients5
DateSep 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$258.5K
Employees56
Clients5
DateJun 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$258.5K
Employees56
Clients5
DateMar 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$258.5K
Employees56
Clients5
DateMar 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees54
Clients31
DateNov 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees50
Clients31
DateAug 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees50
Clients31
DateJul 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees50
Clients31
DateMar 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees50
Clients31
DateFeb 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees51
Clients32
DateOct 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees51
Clients32
DateAug 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$35.5M
Employees46
Clients1,100
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$35.5M
Employees46
Clients1,100
DateDec 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$22.9M
Employees41
Clients1,000
DateSep 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$22.9M
Employees41
Clients1,000
DateMar 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$22.9M
Employees41
Clients1,000
DateAug 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22.8M
Employees38
Clients1,000
DateApr 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22.8M
Employees38
Clients1,000
DateMar 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$22.8M
Employees38
Clients1,000
DateApr 2014
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$16.7M
Employees35
Clients900
DateFeb 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.8M
Employees33
Clients900
DateAug 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.8M
Employees33
Clients900
DateAug 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.8M
Employees33
Clients900
DateJul 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.8M
Employees26
Clients900
DateMay 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$5.8M
Employees26
Clients900
DateApr 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees26
Clients900
DateAug 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.1M
Employees11
Clients800
DateMay 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.1M
Employees11
Clients800
DateMar 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.1M
Employees11
Clients800
DateMar 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$7.9M
Employees--
Clients--
DateMar 2010
Total AUM$846.8M
Discretionary$846.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$708.4M
Discretionary$708.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$850.2M
Discretionary$850.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$532.2M
Discretionary$532.2M
Non-Disc.$0
Employees--
Clients--
DateDec 2004
Total AUM$399.1M
Discretionary$399.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$399.1M
Discretionary$399.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$238.6M
Discretionary$235.7M
Non-Disc.$2.9M
Employees--
Clients--
DateJun 2001
Total AUM$218.4M
Discretionary$215.2M
Non-Disc.$3.2M
Employees--
Clients--