|
⚲
|
| Keyboard |
| Frost Investment Services LLC
✚
|
|
|---|---|
| CRD # | 286129 |
| SEC # | 801-108754 |
| CIK # | 0001768928 |
| AUM | 3,671.2 M (2026-03-24) |
| Employees | 177 (63% Investors, 60% Brokers) |
| Phone | 210-220-5000 |
| Address | 111 West Houston Street San Antonio, TX 78205 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001768928 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.5 | ||
| Microsoft Corp | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| Corning Inc /NY | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Chevron Corp | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,484 | 0.8 |
| (b) Individuals (high net worth individuals) | 535 | 1.4 |
| (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 | 633 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,656 | 3.7 |
| By Discretionary | ||
| Discretionary | 3,656 | 3.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,656 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 3,656 | 3.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001768928] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
GFS Advisors LLC
✚
|
TX | 3,762.0 M |
|
Beaumont Financial Advisors LLC
✚
|
MA | 3,758.6 M |
|
Ausdal Financial Partners Inc
✚
|
IA | 3,733.3 M |
|
BOK Financial Private Wealth Inc
✚
|
CO | 3,721.6 M |
|
The Welch Group LLC
✚
|
AL | 3,682.5 M |
|
Mozaic LLC
✚
|
CA | 3,644.3 M |
|
Ulrich Consulting and Investment Group LLC
✚
|
NM | 3,619.8 M |
|
SAX Wealth Advisors LLC
✚
|
NJ | 3,596.1 M |
|
The Burney Company
✚
|
VA | 3,588.7 M |
|
Courier Capital LLC
✚
|
NY | 3,585.2 M |