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Frost Investment Advisors, LLC CRD 146148
$5.36B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 West Houston Street 10Th Floor, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-02 |
Branch Locations
111 West Houston Street 10Th Floor, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Investment Advisors, Llc | Fort Worth | TX | 04/2009 | 12/2016 |
| Frost Investment Advisors, Llc | San Antonio | TX | 02/2021 | Present |
| Frost Bank | San Antonio | TX | 01/2017 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-09 |
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