SAN ANTONIO, TXCRD 146148Latest ADV March 24, 2026
Frost Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 24, 2026, reports $5.4B in regulatory assets under management, 31 employee, and 10 accounts.
Assets Under Management
$5.4B
Employees
31
Offices
--
Total Clients
9
Primary office
SAN ANTONIO, TX
111 WEST HOUSTON STREET, 10TH FLOOR, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 44.4% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
44.4%
4
2
Insurance Cos.
33.3%
3
3
Corporations
11.1%
1
4
ENDOWMENTS
11.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.4Bas of March 24, 2026
Discretionary100.0%
$5.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.4B
Total Accounts10
10Y AUM Change+$1.9B (+54.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee0:1
10Y Employee Change-8 (-20.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.