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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2025
- Branch Offices
- 50
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANKS, KAREN | I | PRESIDENT/CEO | NA | Control |
| BANKS, KAREN, JOHNSON | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| BANKS, KAREN, JOHNSON | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| BANKS, KAREN, JOHNSON | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| CLAY, LAWRENCE, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLAY, LAWRENCE, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLAY, LAWRENCE, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLAY, LAWRENCE, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLAY, LAWRENCE, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLAY, LAWRENCE, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLAY, LAWRENCE, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLAY, LAWRENCE, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLAY, LAWRENCE, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| GALLAGHER, MICHELLE, A | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLLIDAY, ANGELA, KRISTINA | I | COO/SVP | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | SENIOR VICE PRESIDENT / CHIEF OPERATING OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | SENIOR VICE PRESIDENT / CHIEF OPERATING OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | SENIOR VICE PRESIDENT / CHIEF OPERATING OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLLIDAY, ANGELA, KRISTINA | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| MORRIS, ERIK, W. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, ERIK, W. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, ERIK, W. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, ERIK, W. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, ERIK, W. | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRIS, ERIK, W. | I | CHIEF COMPLIANCE OFFICER | NA | |
| NEIDLINGER, CHRISTOPHER, WADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| NEIDLINGER, CHRISTOPHER, WADE | I | COMPLIANCE OFFICER | NA | Control |
| PALMER, JACOB, D | I | COMPLIANCE OFFICER | NA | |
| PALMER, JACOB, D | I | COMPLIANCE OFFICER | NA | |
| PALMER, JACOB, D | I | COMPLIANCE OFFICER | NA | |
| PALMER, JACOB, D | I | COMPLIANCE OFFICER | NA | |
| REPA, JACK, BRANDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REPA, JACK, BRANDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REPA, JACK, BRANDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REPA, JACK, BRANDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REPA, JACK, BRANDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REPA, JACK, BRANDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REPA, JACK, BRANDON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCAVETTI, JOSEPH, JULIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALSH, CHRISTOPHER, SCOTT | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WALSH, CHRISTOPHER, SCOTT | I | INTERIM PRESIDENT / CHIEF OPERATIONS OFFICER | NA | Control |
| WALSH, CHRISTOPHER, SCOTT | I | INTERIM PRESIDENT / CHIEF OPERATIONS OFFICER | NA | Control |
| WALSH, CHRISTOPHER, SCOTT | I | PRESIDENT / CHIEF OPERATIONS OFFICER | NA | Control |
| WALSH, CHRISTOPHER, SCOTT | I | PRESIDENT / CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WATNE, NICHOLAS, R. | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
| FROST BANK | DE | PARENT CORP - MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
| CULLEN/FROST BANKERS, INC. | DE | FROST BANK | E | Control |
Registrations
Federal
IA
Dec 10, 2025 REGISTERED
Notice Filings (29)
AL AR AZ CA CO DC FL GA HI IL KS LA MD MI MO MT NC NM NV NY OH OK OR SC TN TX UT VA WA
Address
111 WEST HOUSTON STREETSAN ANTONIO, TX 78205
United States
Phone: 210.220.5000