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Charles Robert Ross
Frost Investment Advisors, LLC
6 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Frost Investment Advisors, LLC
Compensation
Fee-Only (AUM)
Firm Size
27 advisors
Number of Clients
10 clients
Average Client Portfolio
$508.0M average
Assets Under Management
$5.1B
Fee Structure
Minimum Investment:
$10M
Financial Planning:
Investment management only
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Location
111 West Houston Street, 10th Floor, San Antonio, TX, 78205
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History
Regulatory History (1)
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.
Judgment / Lien
January 2019
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How to Read Disclosures
Employment History
Current Registrations
Frost Investment Advisors, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Nylife Securities LLC
Broker
September 2018 - October 2022 · 4 yrs 1 mo
State Registrations
1 state
TX
Advisor
Exams
No exam information available for this advisor.