Alan Adelman has been Senior Research Analyst / Senior Fund Manager of Frost Investment Advisors since January 2019, is a control person of the firm and directly owns under 5% of it. Alan Adelman holds a Bachelor of Science from Arizona State University.
Frost Investment Advisors, LLC is a San Antonio, TX firm with $5.36B under management, 9 clients and 31 advisers in one office, as of its March 2026 filing.
Alan Adelman is Senior Fund Manager and Senior Research Analyst of Frost Investment Advisors. He joined the adviser in 2019. His primary responsibility is the adviser's equity strategies, where he manages stock selection, sector allocation and portfolio construction. Before joining, he was senior managing director with Angeles Investment Advisors and earlier a co-founder, managing partner and chief investment officer of Cinque Partners LLC.
- – present · 7 yearsSan Antonio, TX · Adviser representative · Firm CRD 146148
Investment adviser representative registrations
Alan Adelman is registered as an investment adviser representative in Texas, since July 2019.
- TexasSince 30 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 May 1987 |
| Series 7 | General Securities Representative Examination | 18 December 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alan Robert Adelman
- CRD
- 1081125
- Firm
- Frost Investment Advisors · CRD 146148
- Role
- Senior Research Analyst / Senior Fund Manager
- Office
- 111 WEST HOUSTON STREET, 10TH FLOOR, San Antonio, TX 78205
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- frostinv.com
Where does Alan Adelman work?
Alan Adelman has been Senior Research Analyst / Senior Fund Manager of Frost Investment Advisors, LLC since January 2019, and is a control person of the firm.
Is Alan Adelman a financial advisor?
Yes. Alan Adelman has a current investment-adviser registration in Texas, through Frost Investment Advisors since July 2019.
How many years of experience does Alan Adelman have?
Alan Adelman has 7 years in the financial industry, since July 2019, across 1 adviser firm.
What exams has Alan Adelman passed?
Alan Adelman has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1982.
Where is Alan Adelman based?
Alan Adelman’s registered office is in San Antonio, TX.
Is Alan Adelman registered with FINRA?
No. Alan Adelman has no current broker registration.
How can I verify Alan Adelman’s record?
Search CRD 1081125 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Adelman’s full registration record.
Mace McCainPresident / Manager / Managing Director/CIO
Robert PfeiferManaging Director / Chief Compliance Officer
Timothy AltreeManager / Managing Director /Product Development and Asset Allocation- Michael BensonManager
- Michael BensonTreasurer
Jeffery ElswickManaging Director / Director of Fixed Income / Senior Fund Manager / Co-CIO
Justin HopkinsNational Sales Manager
William LutzDirector of Equities / Senior Fund Manager / Senior Research Analyst- Robert PfeiferSecretary
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- Carol SeverynManager
- Kenneth WilsonManager