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FRONTIER ASSET MANAGEMENT, LLC
CRD 109910File 801-60047
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.