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Frost Investment Services LLC
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CRD # | 286129 |
SEC # | 801-108754 |
CIK # | 0001768928 |
AUM | $2.7 BB (2024-06-25) |
Employees | 166 (57% Investors, 55% Brokers) |
Phone | 210-220-5000 |
Address | 111 West Houston Street San Antonio, TX 78205 |
Source | [IAPD] [EDGAR] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 0.4 | |
AAPL | 2,382.8 | 0.4 | |
AMZN | 1,093.0 | 0.2 | |
NVDA | 399.6 | 0.2 | |
GOOGL | 1,475.1 | 0.1 | |
GOOG | 1,482.6 | 0.1 | |
V | 419.3 | 0.1 | |
LLY | 301.8 | 0.1 | |
META | 434.9 | 0.1 | |
COST | 207.6 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,872 | 0.6 |
(b) Individuals (high net worth individuals) | 401 | 1.0 |
(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 | 4 | 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 | 515 | 1.1 |
(n) Other | 0 | 0.0 |
Total | 2,792 | 2.7 |
By Discretionary | ||
Discretionary | 2,792 | 2.7 |
Non-Discretionary | 0 | 0.0 |
Total | 2,792 | 2.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 2.7 | |
Total | 2,792 | 2.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-NT | [0001768928] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Strategic Global Advisors LLC
✚
|
CA | 2.8 |
Advus Financial Partners LLC
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|
FL | 2.8 |
Two West Capital Advisors LLC
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KS | 2.8 |
The Welch Group LLC
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|
AL | 2.8 |
Csenge Advisory Group LLC
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|
FL | 2.8 |
Larson Financial Group LLC
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|
MO | 2.7 |
Saratoga Research & Investment Management
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|
CA | 2.7 |
North Star Asset Management Inc
✚
|
WI | 2.7 |
Ancora Family Wealth Advisors LLC
✚
|
OH | 2.7 |
Steele Capital Management Inc
✚
|
IA | 2.7 |