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).

Current Firm Details

111 West Houston Street, 10th Floor, San Antonio, TX 78205

https://www.frostinv.com

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Frost Investment Advisors, LLC

Showing 21 - 26 of 26 top financial advisors.

21

CRD#: 7029349

111 West Houston Street, 10th Floor, San Antonio, TX 78205

Daniel Pavia (CRD# 7029349) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 4 years of experience in the finance industry.

22

Duane M. Pettis

CRD#: 7507742

111 West Houston Street, 10th Floor, San Antonio, TX 78205

Duane Pettis (CRD# 7507742) 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.

23

CRD#: 7504109

111 West Houston Street, 10th Floor, San Antonio, TX 78205

David Puente (CRD# 7504109) 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.

24

Charles R. Ross

CRD#: 6982640

111 West Houston Street, 10th Floor, San Antonio, TX 78205

Charles Ross (CRD# 6982640) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 4 years of experience in the finance industry.

25

Andrew D. Simms

CRD#: 6656160

111 West Houston Street, 10th Floor, San Antonio, TX 78205

Andrew Simms (CRD# 6656160) 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.

26

Benjamin R. Warlow

CRD#: 7425752

111 West Houston Street, 10th Floor, San Antonio, TX 78205

Benjamin Warlow (CRD# 7425752) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals