# FOSTER & WOOD, INC.

FOSTER & WOOD, INC. of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 165362
- Type: SEC-registered investment adviser
- SEC file number: 801-120625
- Location: 5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, 97035
- Phone: 503-785-9844
- Latest filing: 2026-03-20
- Regulatory AUM: $218.7M
- Discretionary AUM: $155.2M
- Non-discretionary AUM: $63.5M
- Clients: 3
- Accounts: 222

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| David Tarr Foster | PRESIDENT/ CCO | — |
| Timothy Edward Wood | PRINCIPAL | — |
| FOSTER DAVID TARR | PRESIDENT/ CCO | — |
| WOOD TIMOTHY EDWARD | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165362/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165362/similar
- Related entities: https://search.stillhousedata.com/firm/165362/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165362

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.