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Foster & Motley Inc.
Foster & Motley Inc is an independent, employee-owned, fee-only wealth management and registered investment advisory firm headquartered in Cincinnati, Ohio. Founded in 1996, Foster & Motley provides comprehensive financial planning and investment management services to individual and institutional clients, serving 19 states. The firm has approximately 41 employees, including over 20 licensed advisors, and manages investment portfolios tailored to client needs across varied account types. Foster & Motley has been recognized among the top advisory firms nationally and locally for its commitment to client service, fiduciary responsibility, and collaborative culture.
Investment Strategy
Foster & Motley's investment strategy centers on providing customized, fee-only wealth management services, integrating financial planning and investment management for each client. The firm takes a common-sense approach to portfolio construction, focusing on unbiased, critical decision-making and personalized investment plans based on each client's unique financial landscape. Their services include investment planning, tax and estate planning, retirement guidance, and ongoing portfolio management with an emphasis on long-term growth, diversification, and upholding fiduciary responsibilities throughout every client relationship.
Latest 13F Filing Activity
Foster & Motley Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 385 equity positions with a total 13F market value of $2B. The fund increased holdings in Tortoise North American Pipeline Fund, SPDR S&P 500 Etf, Microsoft Corp. among other positions. Foster & Motley Inc. reduced exposure to Tortoise North American Pipeline Fund, Schwab Intermediate-term U.s. TRSY Etf, Apple Computer Inc. among others.
Top Holdings
Equity Positions (385)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FNDF | Schwab Fundamental Intl Lg Co ETF | 5.83% | $101.0M | 2,522,946 | $30.25 | $40.02 | +$7.5M |
S SCHF | Schwab International Equity ETF | 3.97% | $68.7M | 3,110,308 | $15.52 | $22.10 | +$5.5M |
J JMBS | Janus Henderson Mortgage-Backed ETF | 3.91% | $67.7M | 1,502,474 | $45.18 | $45.05 | +$5.2M |
R RODM | Hartford Multifactor Developed Markets ETF | 3.88% | $67.2M | 1,970,169 | $26.47 | $34.10 | +$3.6M |
A AAPL | Apple Computer Inc | 2.97% | $51.5M | 250,899 | $49.72 | $205.17 | -$3.1M |
Industry Allocation
Investment Team (12)
| Name | Role | Location | |
|---|---|---|---|
B Bradley Soper | Investment Manager | Cincinnati, OH , United States | |
C Cdfa® Rachel Rasmussen | Investment Manager and Shareholder | Cincinnati, OH , United States | |
E Elizabeth Green | Investment Manager and Shareholder | Cincinnati, OH , United States | |
 | Investment Manager | Cincinnati, OH , United States | |
J J Ryan English | Investment Manager and Shareholder | Cincinnati, OH , United States | |
 | Portfolio Manager and Shareholder | Cincinnati, OH , United States | |
 | Portfolio Manager | Cincinnati, OH , United States | |
Z Zach Horn | Managing Partner and President, Investment Manager and Shareholder | Cincinnati, OH , United States | |
E Emily Hogya | Associate Investment Manager | United States | |
J J. Burke | Associate portfolio Manager | Covington, KY , United States |
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