Data / Investment advisers / Texas / Frost Investment Services
Frost Investment Services, San Antonio, TX: $3.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Frost Investment Services is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $3.7 billion in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include corporations and other businesses, high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 286129
- SEC file number
- 801-108754
- SEC status
- Approved, effective January 3, 2017
- Legal name
- Frost Investment Services, LLC
- Main office
- 111 West Houston Street, San Antonio, TX 78205
- Phone
- (210) 220-5000
- Regulatory AUM
- $3,671,190,351 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $3,671,190,351
- Accounts
- 3,656
- Employees
- 177, of which 111 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 50
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 633 | $1.53 billion |
| High net worth individuals | 535 | $1.36 billion |
| Individuals (other than high net worth individuals) | 2,484 | $777.7 million |
| Charitable organizations | 4 | $2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.67 billion | March 24, 2026 |
| December 1, 2025 | $2.98 billion | August 14, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Affinius Capital LLC | San Antonio | $30.44 billion | 94 | adviserinfo.sec.gov |
| Sendero Wealth Management, LLC | San Antonio | $6.51 billion | Not listed | adviserinfo.sec.gov |
| Frost Investment Advisors, LLC | San Antonio | $5.36 billion | Not listed | adviserinfo.sec.gov |
| S.B. Value Partners, L.P. | San Antonio | $3.89 billion | 3 | adviserinfo.sec.gov |
| Alamo Advisors, LP | San Antonio | $3.87 billion | Not listed | adviserinfo.sec.gov |
| 1900 Wealth | San Antonio | $3.07 billion | 12 | adviserinfo.sec.gov |
| Titleist Asset Management, LLC | San Antonio | $2.79 billion | Not listed | adviserinfo.sec.gov |
| Applied Finance Advisors, LLC | San Antonio | $2.05 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Frost Investment Services on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.