# FROST INVESTMENT SERVICES, LLC

FROST INVESTMENT SERVICES, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 286129
- Type: SEC-registered investment adviser
- SEC file number: 801-108754
- Location: 111 WEST HOUSTON STREET, SAN ANTONIO, TX, 78205
- Phone: 210.220.5000
- Latest filing: 2026-03-24
- Regulatory AUM: $3.7B
- Discretionary AUM: $3.7B
- Clients: 177
- Accounts: 3,656

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Jack Brandon Repa | CHIEF COMPLIANCE OFFICER | — |
| Christopher Scott Walsh | INTERIM PRESIDENT / CHIEF OPERATIONS OFFICER; PRESIDENT / CHIEF OPERATIONS OFFICER | — |
| MORRIS CURTIS W | CHIEF COMPLIANCE OFFICER | — |
| REPA JACK BRANDON | CHIEF COMPLIANCE OFFICER | — |
| SCAVETTI JOSEPH JULIAN | CHIEF COMPLIANCE OFFICER | — |
| GALLAGHER MICHELLE A | CHIEF COMPLIANCE OFFICER | — |
| NEIDLINGER CHRISTOPHER WADE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| BANKS KAREN | PRESIDENT/CEO | — |
| HOLLIDAY ANGELA KRISTINA | COO/SVP; PRESIDENT / CHIEF EXECUTIVE OFFICER; SENIOR VICE PRESIDENT / CHIEF OPERATING OFFICER | — |
| CLAY LAWRENCE WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| BANKS KAREN JOHNSON | PRESIDENT / CHIEF EXECUTIVE OFFICER | — |
| WATNE NICHOLAS R | CHIEF OPERATIONS OFFICER | — |
| WALSH SARAH SCOTT | CHIEF OPERATIONS OFFICER; INTERIM PRESIDENT / CHIEF OPERATIONS OFFICER | — |
| PALMER JACOB D | COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-10-19 | civil | THIS CIVIL ACTION STEMS FROM A DISPUTE AS TO THE OWNERSHIP OF AN ACCOUNT AT FROST BROKERAGE SERVICES, INC. ("FBS") IN THE NAME OF STURDI PACKAGING, INC. ("STURDI") (THE "ACCOUNT"). FBS PLACED A HOLD ON THE ACCOUNT AFTER CONFLICTING CLAIMS OF OWNERSHIP WERE RAISED. THE LAWSUIT WAS ORIGINALLY FILED ON… | Pending | — |
| — | criminal | — | — | — |


## Branch offices (40)

_Showing 15 of 40 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HOUSTON | TX | 16 | 713.388.1118 |
| AUSTIN | TX | 14 | 512.473.4751 |
| DALLAS | TX | 11 | 214.515.4906 |
| FORT WORTH | TX | 10 | 817.420.5512 |
| THE WOODLANDS | TX | 7 | 713.388.7117 |
| AUSTIN | TX | 7 | 512.473.4900 |
| SAN ANTONIO | TX | 6 | 210.220.6802 |
| HOUSTON | TX | 5 | 713.388.1070 |
| SAN ANTONIO | TX | 4 | 210.220.5713 |
| FORT WORTH | TX | 4 | 817.420.5641 |
| SAN ANTONIO | TX | 3 | 210.220.6563 |
| BOERNE | TX | 3 | 830.249.6664 |
| CORPUS CHRISTI | TX | 3 | 361.844.1126 |
| SAN ANTONIO | TX | 3 | 210.220.6354 |
| AUSTIN | TX | 3 | 512.473.4852 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286129/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286129/similar
- Related entities: https://search.stillhousedata.com/firm/286129/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286129

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.