Frost Investment Advisors, LLC is a large advisory firm based in San Antonio. It manages $4.34 billion of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.
Frost Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Frost Investment Advisors, LLC is $4.34 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 219% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Frost Investment Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Frost Investment Advisors is investment companies with 7 clients and $4.09 billion of assets under management. Among the 10 most similar advisory firms, Frost Investment Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $4.32 billion for 26 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Frost Investment Advisors doesn't advise any private funds.
The company employs 42 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 27 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Frost Investment Advisors, LLC performs its advisory services is located at 111 West Houston Street, San Antonio, TX 78205 The mailing address of the firm is Post Office Box 2509, San Antonio, TX 78299 2509. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 210-220-5070 or by fax 210-220-4058. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at frostinvestmentadvisors.com.