RIA IntelAdvisersKentuckyFOSTER INVESTMENT SERVICES LIMITED LIABILITY COMPANY

FOSTER INVESTMENT SERVICES LIMITED LIABILITY COMPANY

Advisory

LEXINGTON, KY

Data as of Apr 23, 2026 · Source: SEC Form ADV

Rank in KY
#111
of 136 advisers by AUM
Average account
$231K
across 390 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 23, 2026.

Total AUM
$90M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$90M
Discretionary AUM$90M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients265
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KY

Closest by assets under management. All figures from Form ADV.

SAPPHIRE FIDUCIARY ADVISORS, LLC
$90M
C. FARNSLEY, LLC
LOUISVILLE, KY
$92M
TMFS - LOUISVILLE LLC
LOUISVILLE, KY
$85M
+43.0% 1Y
C WEALTH MANAGEMENT LLC
LOUISVILLE, KY
$84M
JNF ADVISORS, INC.
LOUISVILLE, KY
$96M
-29.0% 1Y
DEAN DORTON WEALTH MANAGEMENT, LLC
LEXINGTON, KY
$81M

Get the full picture on FOSTER INVESTMENT SERVICES LIMITED LIABILITY COMPANY

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FOSTER INVESTMENT SERVICES LIMITED LIABILITY COMPANY and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans