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| Happy Holidays!! thanks for using AUM13F!! |
| Frost Investment Services LLC
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| CRD # | 286129 |
| SEC # | 801-108754 |
| CIK # | 0001768928 |
| AUM | $3.0 B (2025-03-27) |
| Employees | 177 (59% Investors, 58% Brokers) |
| Phone | 210-220-5000 |
| Address | 111 West Houston Street San Antonio, TX 78205 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.5 | ||
| Apple Inc | 0.4 | ||
| Nvidia Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Broadcom Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,171 | 0.6 |
| (b) Individuals (high net worth individuals) | 428 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 577 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,179 | 3.0 |
| By Discretionary | ||
| Discretionary | 3,179 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,179 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 3,179 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001768928] |
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AL | 3.0 |
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SRH Advisors LLC
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KS | 3.0 |
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