FOSTER VICTOR WEALTH ADVISORS, LLC
Legal name: FOSTER VICTOR WEALTH ADVISORS
CRD #283656 SEC #801-107775 GREENVILLE, SC (864) 720-2000
SEC Registered
Total AUM
$2.2B
Discretionary
$2.1B
Employees
38
Clients
51
Accounts
5,795
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $2.2B | $2.1B | $101.1M | 38 | 38 |
| Jun 2025 | $2.2B | $2.1B | $101.1M | 38 | 38 |
| Mar 2025 | $2.2B | $2.1B | $101.1M | 38 | 38 |
| Mar 2025 | $2.2B | $2.1B | $101.1M | 38 | 38 |
| Oct 2024 | $2B | $1.8B | $221.9M | 35 | 16 |
| Apr 2024 | $1.7B | $1.6B | $85.4M | 35 | 16 |
| Mar 2024 | $1.7B | $1.6B | $85.4M | 35 | 16 |
| May 2023 | $1.2B | $980.7M | $262.5M | 30 | 54 |
| Mar 2023 | $1.2B | $980.7M | $262.5M | 30 | 54 |
| Mar 2023 | $1.2B | $980.7M | $262.5M | 30 | 54 |
| Mar 2022 | $1.1B | $990.7M | $127.3M | 29 | 31 |
| Dec 2021 | $1.1B | $946.8M | $107.5M | 24 | 50 |
| Mar 2021 | $741.2M | $697.5M | $43.8M | 22 | 50 |
| Jan 2021 | $649.6M | $612.1M | $37.5M | 18 | 42 |
| Oct 2020 | $498.3M | $473.9M | $24.4M | 18 | 42 |
| Aug 2020 | $498.3M | $473.9M | $24.4M | 17 | 42 |
| Jul 2020 | $498.3M | $473.9M | $24.4M | 17 | 42 |
| May 2020 | $498.3M | $473.9M | $24.4M | 17 | 42 |
| May 2020 | $498.3M | $473.9M | $24.4M | 17 | 42 |
| Mar 2020 | $498.3M | $473.9M | $24.4M | 17 | 42 |
| Sep 2019 | $416.2M | $402.7M | $13.6M | 16 | 34 |
| Feb 2019 | $327.8M | $314.1M | $13.8M | 15 | 34 |
| Dec 2018 | $234.3M | $226.1M | $8.2M | 14 | 28 |
| Apr 2018 | $234.3M | $226.1M | $8.2M | 14 | 28 |
| Mar 2018 | $234.3M | $226.1M | $8.2M | 14 | 28 |
| Sep 2017 | $141.8M | $138.1M | $3.7M | 14 | 635 |
| Mar 2017 | $141.8M | $138.1M | $3.7M | 13 | 635 |
| Oct 2016 | $105.9M | $105.5M | $360K | 6 | 0 |
| Sep 2016 | $105.9M | $105.5M | $360K | 6 | 0 |
| Aug 2016 | $105.9M | $105.5M | $360K | 6 | 0 |
| May 2016 | $0 | $0 | $0 | 6 | 0 |
| Apr 2016 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$101.1M
Employees38
Clients38
DateJun 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$101.1M
Employees38
Clients38
DateMar 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$101.1M
Employees38
Clients38
DateMar 2025
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$101.1M
Employees38
Clients38
DateOct 2024
Total AUM$2B
Discretionary$1.8B
Non-Disc.$221.9M
Employees35
Clients16
DateApr 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$85.4M
Employees35
Clients16
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$85.4M
Employees35
Clients16
DateMay 2023
Total AUM$1.2B
Discretionary$980.7M
Non-Disc.$262.5M
Employees30
Clients54
DateMar 2023
Total AUM$1.2B
Discretionary$980.7M
Non-Disc.$262.5M
Employees30
Clients54
DateMar 2023
Total AUM$1.2B
Discretionary$980.7M
Non-Disc.$262.5M
Employees30
Clients54
DateMar 2022
Total AUM$1.1B
Discretionary$990.7M
Non-Disc.$127.3M
Employees29
Clients31
DateDec 2021
Total AUM$1.1B
Discretionary$946.8M
Non-Disc.$107.5M
Employees24
Clients50
DateMar 2021
Total AUM$741.2M
Discretionary$697.5M
Non-Disc.$43.8M
Employees22
Clients50
DateJan 2021
Total AUM$649.6M
Discretionary$612.1M
Non-Disc.$37.5M
Employees18
Clients42
DateOct 2020
Total AUM$498.3M
Discretionary$473.9M
Non-Disc.$24.4M
Employees18
Clients42
DateAug 2020
Total AUM$498.3M
Discretionary$473.9M
Non-Disc.$24.4M
Employees17
Clients42
DateJul 2020
Total AUM$498.3M
Discretionary$473.9M
Non-Disc.$24.4M
Employees17
Clients42
DateMay 2020
Total AUM$498.3M
Discretionary$473.9M
Non-Disc.$24.4M
Employees17
Clients42
DateMay 2020
Total AUM$498.3M
Discretionary$473.9M
Non-Disc.$24.4M
Employees17
Clients42
DateMar 2020
Total AUM$498.3M
Discretionary$473.9M
Non-Disc.$24.4M
Employees17
Clients42
DateSep 2019
Total AUM$416.2M
Discretionary$402.7M
Non-Disc.$13.6M
Employees16
Clients34
DateFeb 2019
Total AUM$327.8M
Discretionary$314.1M
Non-Disc.$13.8M
Employees15
Clients34
DateDec 2018
Total AUM$234.3M
Discretionary$226.1M
Non-Disc.$8.2M
Employees14
Clients28
DateApr 2018
Total AUM$234.3M
Discretionary$226.1M
Non-Disc.$8.2M
Employees14
Clients28
DateMar 2018
Total AUM$234.3M
Discretionary$226.1M
Non-Disc.$8.2M
Employees14
Clients28
DateSep 2017
Total AUM$141.8M
Discretionary$138.1M
Non-Disc.$3.7M
Employees14
Clients635
DateMar 2017
Total AUM$141.8M
Discretionary$138.1M
Non-Disc.$3.7M
Employees13
Clients635
DateOct 2016
Total AUM$105.9M
Discretionary$105.5M
Non-Disc.$360K
Employees6
Clients0
DateSep 2016
Total AUM$105.9M
Discretionary$105.5M
Non-Disc.$360K
Employees6
Clients0
DateAug 2016
Total AUM$105.9M
Discretionary$105.5M
Non-Disc.$360K
Employees6
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0