Frost Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
183
Avg account
$0

Firm details

Headquarters
San Antonio, Texas
CRD number
17465
Registered since
May 5, 1986

Firm profile

FINTRX

Overview

Frost Brokerage Services, Inc. is organized as a corporation and has been SEC-registered since 1986. FINTRX classifies the firm as an unclassified entity and identifies its owner type as a domestic entity and individual. The database indicates the firm is not a capital allocator and does not report active ESG investing activity. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser. The available records do not describe specific advisory services, fee arrangements, or target client segments. Given the “brokerage services” name and the absence of reported advisory assets, the firm’s public profile on FINTRX reads more like a broker-dealer operating separate from an institutional capital-allocation role rather than a traditional registered investment adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jack Repa

    Jack Repa

    Chief Compliance OfficerCRD 2558740

  • Christopher Walsh

    Christopher Walsh

    Chief Operations OfficerCRD 2580114

Contacts

3 of 181
  • James Holland

    James Holland

    Financial AdvisorCRD 5640863

  • Ashley Ferguson

    Ashley Ferguson

    Senior Vice PresidentCRD 5667123

  • Arturo Inigo

    Private BankerCRD 5756558

Unlock 178 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
111 W Houston St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth