Wealth manager, independent · Greenville, SC
Foster Victor
Foster Victor Wealth Advisors, LLC · SEC-registered investment adviser · CRD 283656 · SEC 801-107775
At a glance
Foster Victor is an SEC-registered investment adviser based in Greenville, South Carolina, with $2.6B in regulatory assets under management as of its Form ADV filed March 30, 2026. It reports 1,638 individual clients, 734 of them high-net-worth, holding an average of about $1.6 million each, and 42 employees. That ranks it 425th among the nation’s 5,657 independent wealth management RIAs and 3rd of 61 in South Carolina. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 864-720-2000fostervictor.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.6B
- Rank among independent wealth managers
- #425 of 5,657
- Rank among all SEC RIAs
- #3,068 of 17,210
- Rank in South Carolina
- #3 of 61
- Individual clients
- 1,638
- High-net-worth clients
- 734
- Accounts
- 6,830
- Discretionary
- 94% of AUM
- Employees
- 42
- Advisory staff
- 18
- Offices
- 1
Owners and executives on its Form ADV
- Kylie K. FelkerMember, Chief Compliance Officer, and President
- Robert T. VictorMember
- Paul W. FosterManaging Member
Custody and brokerage
Broker-dealer
No broker-dealer ties
Foster Victor reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 734 | $2.3B | 88% |
| Individuals | 904 | $275M | 10% |
| Corporations or other businesses | 90 | $41M | 2% |
| Insurance companies | – | $3M | <1% |
| Charitable organizations | – | $0M | <1% |
Disciplinary disclosures
Foster Victor reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗fostervictor.com ↗
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The full record on Foster Victor
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 1,533 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in South Carolina
All of South Carolina →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Apollon Wealth Management, LLCMount Pleasant | $12B | 8,310 |
| Permcap Investment OfficeCharleston | $4.0B | 39 |
| The Fiduciary AllianceGreenville | $2.5B | 8,744 |
| Abacus Planning Group, Inc.Columbia | $2.2B | 307 |
| Colonial Trust Advisors, Inc.Spartanburg | $1.9B | 895 |
| Greenwood Capital Associates, LLCGreenwood | $1.8B | 660 |
Background
Questions
How much does Foster Victor manage?
Foster Victor reports $2.6B in regulatory assets under management across 6,830 accounts, 94% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
How many clients does Foster Victor have?
It reports 1,638 individual clients: 734 high-net-worth individuals and 904 other individuals. Individuals account for about 98% of its regulatory assets.
Where is Foster Victor headquartered?
Its main office is in Greenville, South Carolina. It reports 1 office in total and 42 employees, 18 of whom perform investment advisory functions.
How does Foster Victor charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Foster Victor use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 30, 2026, it reports these amounts held: Charles Schwab ($2.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Foster Victor a hybrid RIA with a broker-dealer?
Foster Victor reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Foster Victor a fiduciary?
As an SEC-registered investment adviser, Foster Victor owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Foster Victor’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →