William Lutz has been Director of Equities / Senior Fund Manager / Senior Research Analyst of Frost Investment Advisors since May 2023, is a control person of the firm and directly owns under 5% of it. William Lutz holds a Bachelor's of Business Administration from Texas A&M 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.
John Lutz is Director of Equities, Senior Fund Manager and Senior Research Analyst of Frost Investment Advisors. He joined Frost Bank, the parent company of Frost Investment Advisors, in 1995 as a research analyst. He has been lead portfolio manager for the Frost Growth Equity Fund since 2013 and was previously a research analyst and co-portfolio manager for the Fund since its inception in 2008. As lead manager of the Frost Growth Equity team, he is directly responsible for stock selection and sector allocation.
- – present · 17 yearsSan Antonio, TX · Adviser representative · Firm CRD 146148
Professional designations
Listed by Frost Investment Advisors
- CFA®
Investment adviser representative registrations
William Lutz is registered as an investment adviser representative in Texas, since August 2009.
- TexasSince 21 August 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 87 | Research Analyst Exam - Part II Regulations Module | 20 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 2000 |
| Series 7 | General Securities Representative Examination | 29 July 2000 |
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William John Lutz
- CRD
- 4238322
- Firm
- Frost Investment Advisors · CRD 146148
- Role
- Director of Equities / Senior Fund Manager / Senior Research Analyst
- Office
- 111 WEST HOUSTON STREET, 10TH FLOOR, San Antonio, TX 78205
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- frostinv.com
Where does William Lutz work?
William Lutz has been Director of Equities / Senior Fund Manager / Senior Research Analyst of Frost Investment Advisors, LLC since May 2023, and is a control person of the firm.
Is William Lutz a financial advisor?
Yes. William Lutz has a current investment-adviser registration in Texas, through Frost Investment Advisors since August 2009.
How many years of experience does William Lutz have?
William Lutz has 17 years in the financial industry, since August 2009, across 1 adviser firm.
What exams has William Lutz passed?
William Lutz has passed 3 licensing exams: the Series 7, Series 63 and Series 87. The earliest, the Series 7, was passed in July 2000.
Where is William Lutz based?
William Lutz’s registered office is in San Antonio, TX.
Is William Lutz registered with FINRA?
No. William Lutz has no current broker registration.
Is William Lutz a CFA charterholder?
Frost Investment Advisors lists William Lutz with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify William Lutz’s record?
Search CRD 4238322 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Lutz’s full registration record.
Mace McCainPresident / Manager / Managing Director/CIO
Robert PfeiferManaging Director / Chief Compliance Officer
Alan AdelmanSenior Research Analyst / Senior Fund Manager
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- Robert PfeiferSecretary
- Coolidge RhodesManager
- Carol SeverynManager
- Kenneth WilsonManager