Frost Investment Advisors, LLC

Frost Investment Advisors, LLC (CRD# 146148) is a financial advisory firm headquartered in San Antonio, TX. They manage $3,909,983,960 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,910
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $260,665,597
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Frost Investment Advisors, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Timothy P. Altree
CRD#: 2834757
111 West Houston Street, 10th Floor, San Antonio, TX 78205

Timothy Altree (CRD# 2834757) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 25 years of experience in the finance industry.

2
Markie S. Atkission
CRD#: 5702402
111 West Houston Street, 10th Floor, San Antonio, TX 78205

Markie Atkission (CRD# 5702402) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 14 years of experience in the finance industry.

3
Robert S. Bambace
CRD#: 1624935
111 West Houston Street, 10th Floor, San Antonio, TX 78205

Robert Bambace (CRD# 1624935) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 30 years of experience in the finance industry.

4
Thomas A. Bergeron
CRD#: 3006492
111 West Houston Street, 10th Floor, San Antonio, TX 78205

Thomas Bergeron (CRD# 3006492) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has 1 year of experience in the finance industry.

5
Christopher M. Cook
CRD#: 4152041
111 West Houston Street, 10th Floor, San Antonio, TX 78205

Christopher Cook (CRD# 4152041) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 23 years of experience in the finance industry.

6
Olivier P. Dardant
CRD#: 6345161
111 West Houston Street, 10th Floor, San Antonio, TX 78205

Olivier Dardant (CRD# 6345161) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 9 years of experience in the finance industry.

7
Jeffery A. Elswick
CRD#: 5413625
111 West Houston Street, 10th Floor, San Antonio, TX 78205

Jeffery Elswick (CRD# 5413625) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 16 years of experience in the finance industry.

8
Austin M. Haworth
CRD#: 6340274
111 West Houston Street, 10th Floor, San Antonio, TX 78205

Austin Haworth (CRD# 6340274) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 6 years of experience in the finance industry.

9
Justin J. Hopkins
CRD#: 5195471
111 West Houston Street, 10th Floor, San Antonio, TX 78205

Justin Hopkins (CRD# 5195471) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 14 years of experience in the finance industry.

10
William J. Lutz
CRD#: 4238322
111 West Houston Street, 10th Floor, San Antonio, TX 78205

William Lutz (CRD# 4238322) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 23 years of experience in the finance industry.

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