Frost National Bank
$2.8B reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$116M
$2.9B
2017
2025
Same-firm comparison: 3 firms that reported Frost National 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 is shown but partial — only FY2017: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Luther King Capital Management Corporation | $2.7B | $30.1B | 8.9% | 06/27/2025 |
| Lawson Kroeker Investment Management Inc | $74.2M | $429M | 17.3% | 03/04/2026 |
| Three Peaks Capital Management, Llc | $25.7M | $223M | 11.5% | 03/31/2026 |
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.