Adviser Record

Frontier Asset Management, LLC

Registered investment adviser · Sheridan, WY · CRD #109910

Form ADV data as of 2026-09-01
Regulatory assets
$5.49 billion
Total accounts
3,272
Employees
42
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$1.37 billion
Non-discretionary regulatory assets under management$4.12 billion
Total regulatory assets under management$5.49 billion
Discretionary accounts3,214
Non-discretionary accounts58
Total accounts3,272
Regulatory assets under management attributable to non-U.S. persons$425,000

People

Total employees (excluding clerical)42
Employees performing investment advisory functions (including research)16
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state11
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsEducational seminars/workshops

Affiliated related persons

Other investment adviser (including financial planners)Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
Individuals (other than high net worth individuals)2,510$538.2 million
High net worth individuals605$599.8 million
Investment companies1$267.7 million
Pension and profit sharing plans (not the participants or government plans)42$26.2 million
Charitable organizations18$119.2 million
Other investment advisers25$3.92 billion
Corporations or other businesses not listed above39$20.3 million