RIA Intel›Advisers›Texas›FROST INVESTMENT SERVICES, LLC

FROST INVESTMENT SERVICES, LLC

Advisory

N·SAN ANTONIO, TX

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$3.7B
1-Year AUM Growth
+8.8%
3-Year CAGR
+3.4%
Employees
111
Assets Under Management
Total AUM$3.7B
Discretionary AUM$3.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3,179
Team
Total Employees111
Investment Advisers177
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record35
First FilingNov 24, 2016
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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