FROST INVESTMENT SERVICES, LLC
Legal name: FROST INVESTMENT SERVICES
CRD #286129 SEC #801-108754 SAN ANTONIO, TX 210.220.5000
SEC Registered Disclosures
Total AUM
$3B
Discretionary
$3B
Employees
177
Clients
251
Accounts
3,179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3B | $3B | $0 | 177 | 0 |
| Aug 2025 | $3B | $3B | $0 | 177 | 0 |
| Mar 2025 | $3B | $3B | $0 | 177 | 0 |
| Nov 2024 | $2.7B | $2.7B | $0 | 166 | 0 |
| Jun 2024 | $2.7B | $2.7B | $0 | 166 | 0 |
| Mar 2024 | $2.7B | $2.7B | $0 | 166 | 0 |
| Mar 2024 | $2.7B | $2.7B | $0 | 166 | 0 |
| Dec 2023 | $2.4B | $2.4B | $0 | 105 | 0 |
| Jul 2023 | $2.4B | $2.4B | $0 | 105 | 0 |
| Mar 2023 | $2.4B | $2.4B | $0 | 105 | 0 |
| May 2022 | $2.7B | $2.7B | $0 | 105 | 0 |
| Apr 2022 | $2.7B | $2.7B | $0 | 105 | 0 |
| Mar 2022 | $2.7B | $0 | $2.7B | 105 | 0 |
| Jan 2022 | $2B | $2B | $0 | 76 | 0 |
| Dec 2021 | $2B | $2B | $0 | 76 | 0 |
| Oct 2021 | $2B | $2B | $0 | 76 | 0 |
| Aug 2021 | $2B | $2B | $0 | 76 | 0 |
| Jul 2021 | $2B | $2B | $0 | 76 | 0 |
| Apr 2021 | $2B | $2B | $0 | 76 | 0 |
| Dec 2020 | $1.7B | $1.7B | $0 | 78 | 0 |
| Jun 2020 | $1.7B | $1.7B | $0 | 78 | 0 |
| Mar 2020 | $1.7B | $1.7B | $0 | 78 | 0 |
| Oct 2019 | $1.2B | $1.2B | $0 | 61 | 0 |
| Aug 2019 | $1.2B | $1.2B | $0 | 61 | 0 |
| Jul 2019 | $1.2B | $1.2B | $0 | 61 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 61 | 0 |
| Oct 2018 | $1.1B | $969M | $167.9M | 91 | 0 |
| Jul 2018 | $1.1B | $969M | $167.9M | 91 | 0 |
| Apr 2018 | $188.8M | $20.3M | $168.5M | 91 | 0 |
| Mar 2018 | $188.8M | $20.3M | $168.5M | 91 | 0 |
| Jan 2018 | $160M | $0 | $160M | 126 | 0 |
| Oct 2017 | $160M | $0 | $160M | 126 | 0 |
| Aug 2017 | $160M | $0 | $160M | 126 | 0 |
| May 2017 | $160M | $0 | $160M | 126 | 0 |
| May 2017 | $160M | $0 | $160M | 126 | 0 |
| Dec 2016 | $0 | $0 | $0 | 126 | 0 |
| Nov 2016 | $0 | $0 | $0 | 126 | 0 |
DateDec 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees177
Clients0
DateAug 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees177
Clients0
DateMar 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees177
Clients0
DateNov 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees166
Clients0
DateJun 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees166
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees166
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees166
Clients0
DateDec 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees105
Clients0
DateJul 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees105
Clients0
DateMar 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees105
Clients0
DateMay 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees105
Clients0
DateApr 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees105
Clients0
DateMar 2022
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees105
Clients0
DateJan 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees76
Clients0
DateDec 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees76
Clients0
DateOct 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees76
Clients0
DateAug 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees76
Clients0
DateJul 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees76
Clients0
DateApr 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees76
Clients0
DateDec 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees78
Clients0
DateJun 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees78
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees78
Clients0
DateOct 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees61
Clients0
DateAug 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees61
Clients0
DateJul 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees61
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees61
Clients0
DateOct 2018
Total AUM$1.1B
Discretionary$969M
Non-Disc.$167.9M
Employees91
Clients0
DateJul 2018
Total AUM$1.1B
Discretionary$969M
Non-Disc.$167.9M
Employees91
Clients0
DateApr 2018
Total AUM$188.8M
Discretionary$20.3M
Non-Disc.$168.5M
Employees91
Clients0
DateMar 2018
Total AUM$188.8M
Discretionary$20.3M
Non-Disc.$168.5M
Employees91
Clients0
DateJan 2018
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees126
Clients0
DateOct 2017
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees126
Clients0
DateAug 2017
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees126
Clients0
DateMay 2017
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees126
Clients0
DateMay 2017
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees126
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees126
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees126
Clients0