FOSTER INVESTMENT MANAGEMENT, LLC

FOSTER INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 148766). Regulatory assets under management: $8.1M.

Registration

• CRD: 148766
• Type: Registered investment adviser
• Phone: 610-478-5326
• Latest filing: 2026-03-26
• Regulatory AUM: $8.1M
• Discretionary AUM: $1.8M
• Non-discretionary AUM: $6.4M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148766 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search