F
CRD: 286129
Frost Investment Services
SAN Antonio, TX, 78205
2102205000
$3.7B Total AUM
$3.7B Disc. AUM
-- 3Y CAGR
177 Employees
3,656 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2017
- Office Locations
- 69
Office Locations
1 Blvd Place 1700 Post OAK Blvd Houston Houston TX
1000 Walnut Creek DR Mansfield TX
10420 Louetta RD STE 120 Houston TX
About Frost Investment Services
Frost Investment Services is a SAN Antonio-based RIA with 69 offices. The firm has been operating for 9 years. Managing $3.7B in total assets under management, with 111 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
42 AVG AGE
$33.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.1 yrs AVG TENURE
177 Employees
111 Advisory Reps
107 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Fusion
Investment Themes
Ridge Ember
Investment Vehicles
Signal
Services
Pioneer vector Element vital North
Owner & Executives
JACK BRANDON REPA
Chief Compliance Officer, Senior Vice President
- CRD
- #2558740
- Ownership
- Less than 5%
(602) 543-2131
unison.insight@optimacapital.com
in linkedin.com/in/foundation-ridge
CHRISTOPHER SCOTT WALSH
Chief Operations Officer, President
- CRD
- #2580114
- Ownership
- Less than 5%
(878) 550-2204
vertex.peak@horizoncapital.com
in linkedin.com/in/capital-prime
Showing 2 of 2 owners & executives
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R
ROBERTO ABURTO JR
--
- CRD
- #4934773
(705) 545-2764
beacon.ridge@fusioncapital.com
in linkedin.com/in/vector-pioneer
BRYAN TAD ADKISON
Senior Vice President, Wealth Advisor
- CRD
- #2759268
(785) 575-1349
value.eagle@quantumcapital.com
in linkedin.com/in/oak-atlas
F
Focus eagle
Focus focus
- CRD
- #70040
(290) 458-8938
capital.insight@glaciercapital.com
in linkedin.com/in/vertex-value
Showing 2 of 167 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,671,190,351 | $1,004,155 |
| Non-Discretionary | $0 | -- |
| Total | $3,671,190,351 | $1,004,155 |
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Separately Managed Accounts
Total SMA Asset: $3,671,190,351
Public Funds:
16.6% Equity - Exchange:
22.8% Municipal Bonds:
35.6% Corporate - Investment Grade:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $256,384,169 | 16.6% |
| Equity - Exchange | $352,142,112 | 22.8% |
| Municipal Bonds | $549,835,929 | 35.6% |
| Corporate - Investment Grade | $386,120,736 | 25.0% |
| Total | $1,544,482,946 | 100.0% |
13F Holdings | Q2 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST OPTIMA ALPHA | DELTA DELTA | GM2ME0RQG | GEWZN | 4.19% | $86,381,408 |
| VERTEX MERIDIAN ELEMENT | SIGNAL UNISON | E5CVUQ0BN | VRBOT | 3.75% | $105,936,945 |
| ELEMENT CREST WAVE | CATALYST CREST | 1LL2JP63T | GYLY | 9.74% | $79,444,647 |
| FOCUS NORTH | HARBOR CATALYST | U0PNGHBL9 | QSL | 11.93% | $87,529,897 |
| TIMBER SIGNAL RIDGE | QUANTUM CAPITAL | NLR7B6E97 | DAQM | 2.81% | $53,007,479 |
| CAPITAL ALPHA PIONEER | FUSION LEGACY | ZSGKRMBWT | IOB | 10.08% | $30,979,208 |
| FOCUS UNISON BEACON | ALPHA SUMMIT | STIAXVPHT | HEZOO | 7.43% | $111,781,753 |
| PATHWAY TIMBER FUSION | PRIME PRIME | XWCWMO7VA | ELPV | 2.45% | $100,962,076 |