Frost Bank
$1.8B reported client assets across 5 advisory firms in FY2025 annual amendments
Reported client assets over time
$876M
$2.4B
2017
2025
Same-firm comparison: 5 firms that reported Frost Bank in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sentry Management Inc | $787M | $5.4B | 14.5% | 03/18/2026 |
| Penn Davis Mcfarland Inc | $523M | $1.3B | 41.5% | 04/16/2025 |
| Frost Investment Advisors, Llc | $408M | $5.4B | 7.6% | 03/24/2026 |
| Robert Harrell Incorporated | $95.0M | $885M | 10.7% | 03/03/2026 |
| Alamo Advisors, Lp | $2.8M | $3.9B | 0.1% | 03/08/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.