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FROST INVESTMENT SERVICES
FROST INVESTMENT SERVICES, LLC
CRD 286129 · SEC 801-108754
111 WEST HOUSTON STREET, SAN ANTONIO, TX, 78205, United States
Phone
210.220.5000
Fax
210.220.4016
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.67B
Discretionary AUM
$3.67B
Team
177 total employees; 111 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2484 | $777.7M |
| High net worth individuals | 535 | $1.36B |
| Charitable organizations | 4 | $2.0M |
| Corporations/business entities | 633 | $1.53B |
States served
AL, AZ, AR, CA, CO, GA, IL, KS, LA, MD, MI, MT, NV, NM, NY, NC, OH, OK, OR, SC, TN, UT, VA, MO, WA, TX, HI, FL
Official SEC filing: View on IAPD