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Frost Investment Services, LLC

● SEC registered since 2017CRD 286129SEC# 801-108754San Antonio, TX
Export (members)
Reg. AUM
$2.98B
Employees
177
Accounts
3,179
Location
San Antonio, TX

Frost Investment Services, LLC assets under management

Frost Investment Services, LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2017. It reports $3 billion in regulatory assets under management and employs 177 people.

Frost Investment Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Christopher Scott Walsh ControlPresident / Chief Operations OfficerUnder 5%2025
Frost Bank ControlParent Corp - Managing MemberOver 75%2016
Jack Brandon Repa ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Frost Investment Services, LLC manage?

Frost Investment Services, LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Frost Investment Services, LLC have?

Frost Investment Services, LLC reports 177 employees.

Where is Frost Investment Services, LLC located?

Frost Investment Services, LLC is based in San Antonio, TX and has been SEC-registered since 2017.

Does Frost Investment Services, LLC disclose fund performance?

Frost Investment Services, 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, San Antonio, TX 78205
Phone210.220.5000
Fax210.220.4016
Office hours8a.m. Central - 5p.m. Central
SEC regionFort Worth Regional Office (FWRO)
CIK1768928
Discloses disciplinary historyYes

Assets under management

Discretionary$2.98B
Non-discretionary$0
Total (RAUM)$2.98B