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FROST INVESTMENT ADVISORS, LLC
CRD 146148File 801-68724
APPROVED
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.36B
Top 25% of cohort (national)
Discretionary AUM
$5.36B
Clients
8
10 accounts
Employees
31
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 25, 2008
- Principal office
- 111 WEST HOUSTON STREET, 10TH FLOOR, SAN ANTONIO, TX, 78205
- Phone
- 210-220-5070
- Website
- HTTPS://WWW.FROSTINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.36B
- Discretionary AUM
- $5.36B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- $670.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $7.8M |
| Insurance companies | 3 | $381.6M |
| Investment companies | 4 | $4.95B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PROVIDE MODELS TO 3RD PARTIES AND RECEIVE ASSET-BASED FEES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 9 | 8 | decreased by1 |
| Apr 1, 2026 | AUM | $5,435,683,122 | $5,361,498,188 | decreased by$74,184,934 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 10 | 9 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $5,080,256,486 | $5,435,683,122 | increased by$355,426,636 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 34 | 31 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 27 | 10 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,964,547,202 | $5,080,256,486 | increased by$115,709,284 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 34 | 11 | decreased by23 |
| Apr 1, 2022 | Employees | 32 | 34 | increased by2 |
| Apr 1, 2022 | AUM | $4,996,831,739 | $4,964,547,202 | decreased by$32,284,537 |
| Jan 1, 2022 | Employees | 34 | 32 | decreased by2 |
| Jan 1, 2022 | Clients | 30 | 27 | decreased by3 |
| Jan 1, 2022 | AUM | $5,020,632,778 | $4,996,831,739 | decreased by$23,801,039 |
| Jan 1, 2022 | Accounts | 37 | 34 | decreased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FROST INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FROST INVESTMENT” 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.