DBA: FROST INVESTMENT SERVICES
| Total AUM | $3.67B |
| Discretionary | $3.67B100% of AUM |
| Client Accounts | 3,656 |
| Avg Account Size | $1.0M |
| Employees | 177 |
| Peak AUM | $3.67BMar 2026 |
Total AUM
$3.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.7B | +23.3% | +15.1% | +12.6% | |
| Discretionary AUM | |||||
| Total AUM | $3.67B |
| Discretionary | $3.67B |
| Employees | 177 |
| Client Accounts | 3656 |
| Client Range | More than 500 |
Address
111 WEST HOUSTON STREET
SAN ANTONIO TX 78205
Phone
210.220.5000
Filing History
41 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $3.7B |
| +23.3% |
| +15.1% |
| +12.6% |
| Total Accounts | 4k | +15.0% | +8.1% | +12.9% |
| Avg Account Size | $1M | +7.2% | +6.5% | 0.3% |
| Employees | 177 | 0.0% | +19.0% | +18.8% |
| AUM / Employee | $21M | +23.3% | 3.3% | 5.2% |
Client AUM Segments | |||||
| Wealth AUM | $2.1B | +24.1% | 0.1% | +1.2% | |
| Institutional AUM | $1.5B | +22.2% | +79.8% | +120.8% | |
Client Count Segments | |||||
| HNW Clients | 2k | +14.4% | +6.5% | +11.7% | |
| Institutional | 637 | +9.8% | +54.4% | +50.3% | |
| Individuals | 535 | +25.0% | 6.9% | +2.2% | |