Frost Investment Advisors, LLC

Overview

Frost Investment Advisors, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and in operation since 2008. The firm’s client focus is institutional, and its listed advisory activities include portfolio management across individuals/small businesses, investment companies, and business or institutional clients. Its business activities also identify CPO/CTA work, indicating the firm is involved in commodity pool or trading-advice activities in addition to traditional advisory services. Fee arrangements include percentage-of-AUM billing alongside other fee structures. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant. Industry affiliations noted on its filings include relationships with a broker-dealer, other investment advisers, a banking or thrift institution, and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices