Reed Foster
Advisor at Stag Rock LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Reed Foster is a CFA® charterholder and the sole advisor at Stag Rock LLC with nine years of industry experience. Prior to founding Stag Rock, he worked at Moelis & Company and Palladium Partners. Outside of his financial advisory role, Foster is an airline pilot for FedEx Express. Stag Rock LLC provides discretionary asset management and one-time financial planning services primarily to individual and high-net-worth clients. The firm’s investment approach centers on fundamental analysis and company valuation to select equities for long-term holding, complemented by diversified ETFs, mutual funds, and fixed income bond ladders.
Fee options
0.90% annually
Account minimum: $250,000 (may be waived)
Location
Virginia Beach, VA
Most active in
Reed F has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia · Washington
Work history
Stag Rock CPA, PLLC
2024 - Present (2 years)
FedEx Express
2019 - Present (7 years)
Stag Rock LLC
2018 - Present (8 years)
L-3 Technologies
2018 - 2019 (1 year)
Moelis & Company
2017 - 2018 (1 year)
Palladium Partners
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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