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FROST INVESTMENT ADVISORS, LLC
CRD 146148File 801-68724
APPROVED
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 9 | 8 |
| 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.