Frost Investment Services

Overview

Frost Investment Services is an SEC registered investment adviser based in San Antonio, TX, registered since 2017. It reports $3.7B in assets under management across 3,656 accounts, with 177 employees. It has 162 investment adviser representatives.

Reported AUM

$3.7B

Discretionary

100%

Accounts

3,656

Average account

$1M

Employees

177

Advisory reps

162

Registered since

2017

Jurisdictions

28

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Christopher Scott Walsh President, Chief Operating Officer CRD 2580114
• Jack Brandon Repa Chief Compliance Officer CRD 2558740

Advisory reps 3 of 162

• Bryan Tad Adkison Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2759268
• Alma Marie Alcoser Registered Rep · Investment Adviser Rep CRD 4163196
• Brian S Alphin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5990236

159 more advisory reps, with emails, phones and branch locations

Location

Headquarters

111 W Houston St
San Antonio, TX 78205

County

Bexar

Metro area

San Antonio-New Braunfels, TX

Region

South

Registrations

• SEC registered
• Registered in 28 jurisdictions

Every state, with registration dates

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