Frost Investment Advisors, LLC

Frost Investment Advisors, LLC (CRD# 146148) is a financial advisory firm headquartered in San Antonio, TX. They manage $4,179,901,223 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,180
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $321,530,863
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 21 - 26 of 26 top financial advisors.
21
Daniel Pavia
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 over 2 years of experience in the finance industry.

23
David Puente
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 over 2 years 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 over 2 years 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.

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