Foster Investment Services Limited Liability Company
State-registered
Wealth Manager · Boutique (under $100M)
CRD 286471
· Lexington, KY
· www.facebook.com
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ADV data as of Apr 23, 2026
- Regulatory AUM
- $89.9M
- Discretionary
- $89.9M
- Clients
- 265
- Avg AUM / client
- $339K
- Accounts
- 390
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 265 | $86.3M | 96.0% |
| Charitable organizations | Fewer than 5 clients | $3.2M | 3.59% |
| Corporations and other businesses | Fewer than 5 clients | $401K | 0.45% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Logan Edward Foster | Registered representative | Nov 2020 (6y) | ||
| George Logan Foster | Registered representative | Dec 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $89.9M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗