RIA Intel›Advisers›Ohio›FOSTER & MOTLEY, INC.

FOSTER & MOTLEY, INC.

Advisory

N·CINCINNATI, OH

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$2.9B

1-Year AUM Growth

+11.9%

3-Year CAGR

+7.2%

Employees

22

Assets Under Management

Total AUM$2.9B

Discretionary AUM$2.9B

Non-Discretionary AUM$55M

Discretionary %98.1%

Total Clients889

Team

Total Employees22

Investment Advisers51

Employee Growth (1Y)-4.8%

Filing History

Total Filings on Record43

First FilingFeb 26, 2001

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FOSTER & MOTLEY, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.