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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Frost Investment Advisors, LLC
Showing 1 - 10 of 25 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 13 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 29 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 8 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 15 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 5 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 13 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 22 years of experience in the finance industry.

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