Foster & Motley Revenue, Growth & Competitor Profile

DBA FOSTER & MOTLEY, INC.

Company Profile & Annual Report for Foster & Motley

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Foster & Motley Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	5416 Management, Scientific & Technical Consulting Services
Address	7755 Montgomery Road Suite 100 Cincinnati, OH 45236

Note: Revenues for privately held companies are statistical evaluations.


Foster & Motley's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Foster & Motley's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Foster & Motley is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Foster & Motley Annual Revenue and Growth Rate

Foster & Motley	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Foster & Motley's revenues are gauged from an analysis of company filings.

Foster & Motley's Income Statement (based on Industry Averages)

Foster & Motley P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Foster & Motley is developing and marketing. Foster & Motley doesn't have any recent trademark applications, indicating Foster & Motley is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
FOSTER & MOTLEY Financial and investment services, namely, wealth management advisory services, investment management advisory services, financial planning advisory services, estate planning advisory services, retirement planning services; selection and management of investment portfolios in the fields of stocks, bonds, options, commodities, futures, equities, real estate, securities, and mutual funds; cash management services; college and higher educational funding analysis and advisory services, namely, financial planning for college and higher education; financial consultation services; investment services; insurance advisory services, namely, insurance consultation	03/14/2016
FOSTERING LIFE'S WEALTH Financial and investment services, namely, wealth management advisory services, investment management advisory services, financial planning advisory services, estate planning advisory services, retirement planning services; selection and management of investment portfolios in the fields of stocks, bonds, options, commodities, futures, equities, real estate, securities, and mutual funds; cash management services; college and higher educational funding analysis and advisory services, namely, financial planning for college and higher education; financial consultation services; investment services; insurance advisory services, namely, insurance consultation	03/14/2016

See all trademarks and details in the Full Report.

Market Share of Foster & Motley's Largest Competitors

A competitive analysis shows these companies are in the same general field as Foster & Motley, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Foster & Motley. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ULTIMUS FUND SOLUTIONS	Cincinnati, OH	100
GRASSHOPPER INVESTMENTS	Cincinnati, OH	28
ASPIRIANT	Cincinnati, OH	19
JOHNSON INVESTMENT COUNSEL	Cincinnati, OH	13
FUND EVALUATION GROUP	Cincinnati, OH	11
SUMMER HILL	Cincinnati, OH	9

Other Companies at 7755 Montgomery Road, Cincinnati OH

Company	Headquarters	Revenue ($ MM)
AXCESS FINANCIAL SERVICES	Cincinnati, OH	100
A & R HOLDINGS	Cincinnati, OH	14
MADISON WEALTH MANAGEMENT	Cincinnati, OH	5
DEVINE GROUP	Cincinnati, OH	0
SCOTT STREET PARTNERS XII	Cincinnati, OH	0

Future Competition: Foster & Motley's Fastest Growing Competitors

These companies are in the same general field as Foster & Motley and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)