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FROST INVESTMENT SERVICES
Legal name: FROST INVESTMENT SERVICES, LLC
CRD 286129File 801-108754
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.67B
Top 25% of cohort (national)
Discretionary AUM
$3.67B
Clients
3,656
3,656 accounts
Employees
177
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 3, 2017
- Principal office
- 111 WEST HOUSTON STREET, SAN ANTONIO, TX, 78205
- Phone
- 210.220.5000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.67B
- Discretionary AUM
- $3.67B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,656
- Non-discretionary accounts
- 0
- Total accounts
- 3,656
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 633 | $1.53B |
| Charitable organizations | Fewer than 5 | $2.0M |
| High net worth individuals | 535 | $1.36B |
| Individuals (other than high net worth individuals) | 2,484 | $777.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11H2
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.