Frost Investment Services
San Antonio, TX·SEC-registered · CRD #286129
Frost Investment Services is an SEC-registered investment advisory firm in San Antonio, TX managing $3.7B across 3.7k client accounts, with 111 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.7B
Client accounts
3.7k
Advisory staff
111
Fee model
Fee-only
How Frost Investment Services is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Frost Investment Services
How much does Frost Investment Services manage?
Per its most recent SEC Form ADV filing (03/24/2026), Frost Investment Services reports $3.7B in regulatory assets under management across roughly 3.7k client accounts.
How does Frost Investment Services charge?
Frost Investment Services is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Frost Investment Services a fiduciary?
Yes. Frost Investment Services is registered with the U.S. Securities and Exchange Commission (CRD #286129), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Frost Investment Services taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Frost Investment Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Frost Investment Services's public SEC Form ADV filing (CRD #286129, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Frost Investment Services. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Frost Investment Services? Claim this profile.