FOSTER VICTOR
SEC RegisteredFoster Victor: A Boutique Wealth Firm
About the firm
Foster Victor is a boutique wealth firm that is redefining financial planning so successful families, entrepreneurs, and professionals can build on their achievements and leave a lasting legacy. Foster Victor exists because traditional models for financial advisors weren't serving successful people who want to capitalize on their success to make a long-term impact. The firm offers fee-based, holistic planning services with a fiduciary responsibility to always act in clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive Planning, Professional Services, Business Planning, Estate Planning & Family Wealth, Investment Management, Risk Management & Insurance, Additional Services, and Family Office. Services include holistic wealth management, financial planning roadmap creation, tax mitigation strategies, estate planning, business succession planning, and investment management delivered by a team of Wealth Coaches, planning specialists, investment strategists, and in-house legal and tax advisors.
Who they serve
Successful families, entrepreneurs, and high-performing professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 904 | $275M |
| High Net Worth Individuals | 734 | $2.3B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
19 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 VICTOR 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.