Investment adviser · CRD 109910
FRONTIER ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
SHERIDAN, WY, United States · Form ADV filed Aug 27, 2026
- Regulatory AUM
- $5.49B Form ADV · Item 5.F
- Client accounts
- 3,272 Accounts, not individual clients
- Employees
- 42 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 25 | $3,916,635,521 | 71.4% |
| High-net-worth individuals | 605 | $599,779,746 | 10.9% |
| Individuals | 2,510 | $538,223,912 | 9.8% |
| Investment companies | 1 | $267,707,370 | 4.9% |
| Charities | 18 | $119,166,979 | 2.2% |
| Retirement plans | 42 | $26,156,832 | 0.5% |
| Corporations & businesses | 39 | $20,269,559 | 0.4% |
Filing source
Form ADV 2127879 · Aug 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 27, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
50 EAST LOUCKS STREET, SUITE 201SHERIDAN, WY, 82801, United States
CRD 109910
Filing source
Form ADV 2127879 · Aug 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.