Timothy Altree has been Manager / Managing Director /Product Development and Asset Allocation of Frost Investment Advisors since November 2008, is a control person of the firm and directly owns under 5% of it. Timothy Altree holds a Bachelor of Arts in Political Science from the University of California at Berkeley.
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.
Tim Altree is Manager, Managing Director, Product Development and Asset Allocation of Frost Investment Advisors. He joined the adviser in November 2008; before his role as Managing Director he served as Chief Compliance Officer. His primary responsibilities include marketing and developing institutional investment management relationships. Earlier, he was President and CCO of A&S Capital Management, LLC, and spent 12 years working with Laffer Associates.
Timothy Altree’s longest registration is the current one, 17 years at Frost Investment Advisors since 2009. Before joining Frost Investment Advisors in 2009, Timothy Altree was registered through A&s Capital Management, LLC.
- – present · 17 yearsSan Antonio, TX · Adviser representative · Firm CRD 146148
- A&s Capital Management, LLC– · under a yearChula Vista, CA · Adviser representative · Firm CRD 146343
Investment adviser representative registrations
Timothy Altree is registered as an investment adviser representative in Texas, since January 2009.
- TexasSince 15 January 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 February 2008 |
| Series 24 | General Securities Principal Examination | 7 November 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 March 1998 |
| Series 7 | General Securities Representative Examination | 18 February 1998 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Paul Altree
- CRD
- 2834757
- Firm
- Frost Investment Advisors · CRD 146148
- Role
- Manager / Managing Director /Product Development and Asset Allocation
- Office
- 111 WEST HOUSTON STREET, 10TH FLOOR, San Antonio, TX 78205
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- frostinv.com
Where does Timothy Altree work?
Timothy Altree has been Manager / Managing Director /Product Development and Asset Allocation of Frost Investment Advisors, LLC since November 2008, and is a control person of the firm.
Is Timothy Altree a financial advisor?
Yes. Timothy Altree has a current investment-adviser registration in Texas, through Frost Investment Advisors since January 2009.
How many years of experience does Timothy Altree have?
Timothy Altree has 18 years in the financial industry, since February 2008, across 2 adviser firms.
What exams has Timothy Altree passed?
Timothy Altree has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in February 1998.
Where did Timothy Altree work before Frost Investment Advisors?
Before Frost Investment Advisors, Timothy Altree was registered through A&s Capital Management, LLC, February 2008 to December 2008.
Where is Timothy Altree based?
Timothy Altree’s registered office is in San Antonio, TX.
Is Timothy Altree registered with FINRA?
No. Timothy Altree has no current broker registration.
How can I verify Timothy Altree’s record?
Search CRD 2834757 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Altree’s full registration record.
Mace McCainPresident / Manager / Managing Director/CIO
Robert PfeiferManaging Director / Chief Compliance Officer
Alan AdelmanSenior Research Analyst / Senior Fund Manager- 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
- Coolidge RhodesManager
- Carol SeverynManager
- Kenneth WilsonManager