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FRONTIER ASSET MANAGEMENT, LLC
CRD 109910File 801-60047
APPROVED
Retail clients
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.49B
Top 25% of cohort (national)
Discretionary AUM
$1.37B
Non-discretionary $4.12B
Clients
3,240
3,272 accounts
Employees
42
Top 10% of cohort in WY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 9, 2001
- Principal office
- 50 EAST LOUCKS STREET, SUITE 201, SHERIDAN, WY, 82801
- Phone
- 307-673-5675
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.49B
- Discretionary AUM
- $1.37B
- Non-discretionary AUM
- $4.12B
- Discretionary accounts
- 3,214
- Non-discretionary accounts
- 58
- Total accounts
- 3,272
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 39 | $20.3M |
| Investment companies | 1 | $267.7M |
| Charitable organizations | 18 | $119.2M |
| Other investment advisers | 25 | $3.92B |
| High net worth individuals | 605 | $599.8M |
| Pension and profit sharing plans | 42 | $26.2M |
| Individuals (other than high net worth individuals) | 2,510 | $538.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 3,525 | 3,240 | decreased by285 |
| Apr 1, 2026 | AUM | $5,345,412,024 | $5,487,939,919 | increased by$142,527,895 |
| Apr 1, 2026 | Accounts | 3,525 | 3,272 | decreased by253 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 47 | 42 | decreased by5 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 33,513 | 3,525 | decreased by29,988 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 46 | 47 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,579 | 3,525 | decreased by1,054 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,202,401,522 | $5,345,412,024 | decreased by$1,856,989,498 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,580 | 33,513 | increased by28,933 |
| Apr 1, 2022 | Employees | 43 | 46 | increased by3 |
| Apr 1, 2022 | Clients | 4,331 | 4,579 | increased by248 |
| Apr 1, 2022 | AUM | $6,347,868,882 | $7,202,401,522 | increased by$854,532,640 |
| Apr 1, 2022 | Accounts | 4,331 | 4,580 | increased by249 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FRONTIER ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FRONTIER ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.