FOSTER GROUP, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.78B |
| Discretionary | $4.60B96% of AUM |
| Non-Discretionary | $170.8M |
| Client Accounts | 7,346 |
| Avg Account Size | $650K |
| Employees | 93 |
| Peak AUM | $4.78BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.8B | +34.8% | +15.7% | +12.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $4.78B |
| Discretionary | $4.60B |
| Employees | 93 |
| Client Accounts | 7346 |
| Client Range | More than 500 |
Contact & Location
Address
6601 WESTOWN PARKWAY
WEST DES MOINES IA 50266
Phone
515-226-9000
Filing History
77 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.6B
96.4% of AUM
Non-Discretionary
$171M
3.6% of AUM
Disc. mix ▼ 3.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported