Frost Investment Services

Frost Investment Services (CRD# 286129) is a financial advisory firm headquartered in San Antonio, TX. They manage $2,737,039,224 in 2,792 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
111 West Houston Street, San Antonio, TX 78205
By the Numbers
  • Total Assets Under Management
    2,737
    MILLION
  • Total Number of Accounts
    2,792
    ACCOUNTS
  • Average Account Value
    $980,315
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Frost Investment Services
Showing 1 - 10 of 38 top financial advisors.
1
Alma Alcoser, financial advisor San Antonio TX
Alma M. Alcoser
CRD#: 4163196
111 West Houston Street, San Antonio, TX 78205

Alma Alcoser (CRD# 4163196) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 18 years of experience in the finance industry.

2
Justin Davis, financial advisor Fort Worth TX
Justin E. Davis
CRD#: 2710377
640 Taylor St, Suite 1000, Fort Worth, TX 76102

Justin Davis (CRD# 2710377) is an Investment Advisor Representative working at Frost Investment Services in Fort Worth, TX and has over 28 years of experience in the finance industry.

3
Kimberly Elliott, financial advisor Addison TX
Kimberly K. Elliott
CRD#: 6939348
15301 N Dallas Parkway, Ste 100, Addison, TX 75001

Kimberly Elliott (CRD# 6939348) is an Investment Advisor Representative working at Frost Investment Services in Addison, TX and has over 5 years of experience in the finance industry.

4
James Holland, financial advisor Dallas TX
James P. Holland
CRD#: 5640863
7859 Walnut Hill Lane, Ste 100, Dallas, TX 75230

James Holland (CRD# 5640863) is an Investment Advisor Representative working at Frost Investment Services in Dallas, TX and has over 15 years of experience in the finance industry.

5
Sylvester Johnson, financial advisor Friendswood TX
Sylvester T. Johnson
CRD#: 5879629
1506 S Friendswood Dr, Friendswood, TX 77546

Sylvester Johnson (CRD# 5879629) is an Investment Advisor Representative working at Frost Investment Services in Friendswood, TX and has over 11 years of experience in the finance industry.

6
Gerald Mattingly, financial advisor San Antonio TX
Gerald T. Mattingly
CRD#: 2510024
111 West Houston Street, San Antonio, TX 78205

Gerald Mattingly (CRD# 2510024) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 29 years of experience in the finance industry.

7
Matthew Milner, financial advisor Houston TX
Matthew B. Milner
CRD#: 2422782
1700 Post Oak Blvd, Ste 120, Houston, TX 77056

Matthew Milner (CRD# 2422782) is an Investment Advisor Representative working at Frost Investment Services in Houston, TX and has over 23 years of experience in the finance industry.

8
Dana O'toole, financial advisor Kingwood TX
Dana R. O'toole
CRD#: 2463769
2710 W Lake Houston Pkwy, Ste 100, Kingwood, TX 77339

Dana O'toole (CRD# 2463769) is an Investment Advisor Representative working at Frost Investment Services in Kingwood, TX and has over 17 years of experience in the finance industry.

9
Natalya Barnett, financial advisor Austin TX
Natalya Barnett
CRD#: 6108018
401 Congress Avenue, Ste 1400, Austin, TX 78701

Natalya Barnett (CRD# 6108018) is an Investment Advisor Representative working at Frost Investment Services in Austin, TX and has over 11 years of experience in the finance industry.

10
Jeffrey Beckel, financial advisor San Antonio TX
Jeffrey D. Beckel
CRD#: 2683276
111 West Houston Street, San Antonio, TX 78205

Jeffrey Beckel (CRD# 2683276) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 27 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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