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Frost Investment Advisors, LLC

● SEC registered since 2008CRD 146148SEC# 801-68724San Antonio, TX
Export (members)
Reg. AUM
$5.36B
Employees
31
Accounts
10
Location
San Antonio, TX

Frost Investment Advisors, LLC assets under management

Frost Investment Advisors, LLC is an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2008. It reports $5.4 billion in regulatory assets under management and employs 31 people.

Frost Investment Advisors, LLC owners & executives

15 reported
NameTitleOwnershipSince
Alan Robert Adelman ControlSenior Research Analyst / Senior Fund ManagerUnder 5%2019
Carol Jean Severyn ControlManagerUnder 5%2021
Coolidge Elmo Rhodes ControlManagerUnder 5%2021
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Frequently asked questions

How much does Frost Investment Advisors, LLC manage?

Frost Investment Advisors, LLC reports $5.4 billion in regulatory assets under management on its Form ADV.

How many employees does Frost Investment Advisors, LLC have?

Frost Investment Advisors, LLC reports 31 employees.

Where is Frost Investment Advisors, LLC located?

Frost Investment Advisors, LLC is based in San Antonio, TX and has been SEC-registered since 2008.

Does Frost Investment Advisors, LLC disclose fund performance?

Frost Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 West Houston Street, 10th Floor, San Antonio, TX 78205
Phone210-220-5070
Fax210-220-4058
Office hours8:30a.m. - 4:30p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1440916
Discloses disciplinary historyNo

Regulatory AUM

$5.36B▲ 6%
Mar '25 — $5.08BApr '25 — $5.08BMay '25 — $5.08BJun '25 — $5.08BJul '25 — $5.08BAug '25 — $5.08BSep '25 — $5.08BOct '25 — $5.44BNov '25 — $5.44BDec '25 — $5.44BJan '26 — $5.44BFeb '26 — $5.44BMar '26 — $5.36BApr '26 — $5.36BMay '26 — $5.36BJun '26 — $5.36B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers

Assets under management

$5.36Bregulatory AUM
Discretionary $5.36B