Frontier Asset Management, Llc
- Regulatory AUM
- $5.5B
- Discretionary
- $1.4B
- Clients
- 3,240
- Avg AUM / client
- $1.7M
- Accounts
- 3,272
- Employees
- 42
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,510 | $538M | 9.81% |
| High net worth individuals | 605 | $600M | 10.9% |
| Investment companies | 1 | $268M | 4.88% |
| Pension and profit sharing plans | 42 | $26.2M | 0.48% |
| Charitable organizations | 18 | $119M | 2.17% |
| Other investment advisers | 25 | $3.9B | 71.4% |
| Corporations and other businesses | 39 | $20.3M | 0.37% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Haynes And Boone Retirement Savings Plan Haynes And Boone, Llp | 2024 | |
| Steptoe Llp 401(k) And Profit Sharing Plan Steptoe Llp | 2024 | |
| Arnold & Porter Profit Sharing And 401(k) Plan And Trust Arnold & Porter Kaye Scholer Llp | 2024 | |
| Day Pitney Profit Sharing And 401(k) Plan Day Pitney Llp | 2024 | |
| The Permanente Medical Group, Inc. Salary Deferral Plan The Permanente Medical Group, Inc. | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Miller, Gary, Austin | Founder | Sep 2000 (26y) | 50% – 75% | |
| Robert E Miller | Ceo | CFA | Nov 2002 (24y) | 10% – 25% |
| Vanarkel, Geremy | Director Of Strategies | Nov 2002 (24y) | 10% – 25% | |
| Erin Marie Foote | Chief Compliance Officer And Director Of Operations | CFP | Jan 2017 (10y) | Less than 5% |
| Cupertino, Daniel, Joseph | Director Of Sales | Dec 2019 (7y) | Less than 5% | |
| Clifford William Stanton | Director Of Investments | CFA | Feb 2020 (6y) | Less than 5% |
| Fiorito, Jenna, Amanda | Director Of Marketing | Jan 2023 (4y) | Less than 5% | |
| Frank Lloyd Pape | Director Of Strategies | CFA | Mar 2023 (3y) | Less than 5% |
| Brenda Leeann Jacobs | Registered representative | Sep 2017 (9y) | ||
| Alison Meacham | Registered representative | Sep 2017 (9y) | ||
| James Dale Shellenberger | Registered representative | CFP CFA | Nov 2017 (9y) | |
| Jessica Laine Griner | Registered representative | Feb 2019 (7y) | ||
| Wesley Wade Beavers | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Haynes And Boone Retirement Savings Plan | Haynes And Boone, Llp | 1,097 | $360M | 01/01/2024 |
| Steptoe Llp 401(k) And Profit Sharing Plan | Steptoe Llp | 727 | $456M | 01/01/2024 |
| Arnold & Porter Profit Sharing And 401(k) Plan And Trust | Arnold & Porter Kaye Scholer Llp | 1,788 | $1.6B | 01/01/2024 |
| Day Pitney Profit Sharing And 401(k) Plan | Day Pitney Llp | 650 | $376M | 01/01/2024 |
| The Permanente Medical Group, Inc. Salary Deferral Plan | The Permanente Medical Group, Inc. | 21,762 | $9.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $1.0B (19% of AUM) Mar 2026
- Pershing $697M (12% of AUM) Nov 2020
- Charles Schwab & Co. $345M (6% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗