Data / Investment advisers / Iowa / Foster Group, Inc.
Foster Group, Inc., Urbandale, IA: $4.8 billion AUM, SEC registered investment adviser
Foster Group, Inc. is an SEC registered investment adviser with its main office in Urbandale, Iowa and reports $4.8 billion in regulatory assets under management in its Form ADV filed October 12, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 107148
- SEC file number
- 801-38507
- SEC status
- Approved, effective May 30, 1991
- Main office
- 12421 Meredith Drive Suite 200, Urbandale, IA 50323
- Phone
- (515) 226-9000
- Regulatory AUM
- $4,775,514,804 in the Form ADV filed October 12, 2026
- Discretionary AUM
- $4,604,709,090
- Non discretionary AUM
- $170,805,714
- Accounts
- 7,346
- Employees
- 93, of which 45 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 715 | $3.16 billion |
| Individuals (other than high net worth individuals) | 1,241 | $872.1 million |
| Corporations or other businesses | 60 | $393.5 million |
| Charitable organizations | 45 | $271.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.78 billion | March 27, 2026 |
| December 1, 2025 | $3.54 billion | June 17, 2025 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aegon Asset Management US | Cedar Rapids | $88.80 billion | 19 | adviserinfo.sec.gov |
| Transamerica Retirement Advisors, LLC | Cedar Rapids | $18.83 billion | Not listed | adviserinfo.sec.gov |
| Principal Securities, Inc. | Des Moines | $17.02 billion | Not listed | adviserinfo.sec.gov |
| Avantax Planning Partners, Inc. | Dubuque | $7.57 billion | Not listed | adviserinfo.sec.gov |
| Integrity Alliance, LLC | Urbandale | $5.41 billion | Not listed | adviserinfo.sec.gov |
| Nations Financial Group, Inc. | Cedar Rapids | $4.77 billion | Not listed | adviserinfo.sec.gov |
| BTC Capital Management | Des Moines | $4.60 billion | Not listed | adviserinfo.sec.gov |
| BFC Planning, Inc. | Cedar Rapids | $3.84 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Foster Group, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.