SAN ANTONIO, TXCRD 286129Latest ADV March 24, 2026
Frost Investment Services 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 $3.7B in regulatory assets under management, 177 employees, 50 offices, and 3,656 accounts.
Assets Under Management
$3.7B
Employees
177
Offices
50 offices
Total Clients
3,656
Primary office
SAN ANTONIO, TX
111 WEST HOUSTON STREET, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.9% of total clients.
Top client categories% of clientsClients
1
Individuals
67.9%
2,484
2
Corporations
17.3%
633
3
HNWI
14.6%
535
4
Charitable
0.1%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of March 24, 2026
Discretionary100.0%
$3.7B
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.
Total AUM$3.7B
Total Accounts3,656
10Y AUM Change+$3.5B (+2194.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees177
Clients per Employee21:1
10Y Employee Change+51 (+40.5%)
* 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.