Alan Robert Adelman

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

• 02/2012 → 10/2016
  Cinque Partners
  Los Angeles, CA
• 10/2016 → 01/2019
  Angeles Investment Advisors
  Los Angeles, CA
• 01/2019 → Present
  Frost Investment Advisors, Llc
  San Antonio, TX

Other Businesses

(1) The Sisters of Charity of the Incarnate Word, San Antonio; 4503 Broadway, San Antonio, TX. 78209, is a Non-Profit that serves the poor and vulnerable in the U.S., Mexico, Peru and Ireland. While the business is not investment-related, the Volunteer Position, Member of the Investment Committee and Core Investment Committee, is. Start Date: 2/1/2023, Appointed for a Three-year Term. Approximate Time Commitment: 4 hours per Quarter not during trading hours. Role: Assist Staff and Leadership with the Fiduciary oversight of Investment Accounts and Activities. (2) Community in Schools San Antonio, 1045 Cheever Blvd. Ste. 201, San Antonio TX. 78217, is a Non-Profit that provides support for Schools and Students in underserved areas of San Antonio. While the business is not investment-related, the Volunteer Position: Member of the Investment Committee, is. Start Date: 6/1/2022. Approximate Time Commitment: 3 Hours per Quarter not during trading hours. Role: Assist Staff and Board with the Fiduciary oversight of Investment Accounts and activities. (3) San Antonio Lighthouse for the Blind and Vision Impaired, 2305 Roosevelt Ave., San Antonio, TX, is a Non-Profit that provides vocational training and services for the Blind and Vision Impaired in the San Antonio Community. While the business is not investment-related, the Volunteer Position, Member of the Investment Committee, is. Start Date: 1/3/2023. Approximate Time Commitment: 3 Hours per Quarter not during trading hours. Role: Assist Staff and Leadership with Fiduciary oversight of Investment Accounts and activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-27
• S63 Uniform Securities Agent State Law Examination
  1987-05-27