Brandon Michael Smith

Employer firm

Frost Investment Advisors, LLC CRD 146148

$5.36B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → 02/2025
  Capital Group Companies - American Funds
  San Antonio, TX
• 09/2014 → 12/2020
  Capital Group Companies
  Irvine, CA
• 02/2025 → Present
  Frost Investment Advisors, Llc
  San Antonio, TX

Previous Registrations

• 2021-06-17 → 2025-02-23
  Capital Client Group, Inc.
  San Antonio, TX
  Helotes, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-06-17