F&
FOSTER & MOTLEY INC
SEC RegisteredCINCINNATI, OHhttps://fosterandmotley.com513-561-6640
Assets Under Management
$1B–$5B
Employees
51
Office Locations
1 office
Total Accounts
926
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 251 | $111M |
| High Net Worth Individuals | 668 | $2.8B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $1.2M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
38 total clients reported on Form ADV.
Leadership
Ralph Jacob Scherer
SECRETARY, SHAREHOLDER & DIRECTOR
David Alan Foster
SHAREHOLDER & DIRECTOR
William Mark Motley
CHAIRMAN, SHAREHOLDER & DIRECTOR
John Akin Melville
SHAREHOLDER
Paul David Staubach
PRESIDENT AND TREASURER, SHAREHOLDER & DIRECTOR
Elizabeth M Green
SHAREHOLDER & DIRECTOR
Lucas Parker Hail
SHAREHOLDER & DIRECTOR
Lawrence James Bernhard
CHIEF COMPLIANCE OFFICER
Anthony Robert Luckhardt
SHAREHOLDER
Thomas J. Guidi
SHAREHOLDER & DIRECTOR
David J Nienaber
SHAREHOLDER
Zachary Tyler Horn
SHAREHOLDER
Office locations
1 office in 1 state
OH
CINCINNATIHQ
Advisors at this firm
7 advisors in the directory
David Alan Foster
Investment Adviser Representative
Allison Elizabeth Koenig
Investment Adviser Representative
Anthony Robert Luckhardt
Investment Adviser Representative
Andrew Michael Montanus
Investment Adviser Representative
Joseph Anthony Patterson
Investment Adviser Representative
Rachel Ann Rasmussen
Investment Adviser Representative
Amy Lynn Thomas
Investment Adviser Representative
Regulatory & compliance
CRD number
#106905
SEC Number
801-53289
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $2,000,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| Wealth Management - First $2M | 1.00% |
| Wealth Management - Next $3M | 0.75% |
| Wealth Management - Next $5M | 0.50% |
| Wealth Management - Above $10M | 0.25% |
| Institutional - First $1M | 1.00% |
| Institutional - Next $3M | 0.75% |
| Institutional - Next $6M | 0.50% |
| Institutional - Above $10M | 0.25% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
fosterandmotley.comPhone
513-561-6640Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FOSTER & MOTLEY INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.