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KESTRA ADVISORY SERVICES, LLC
CRD 283330 · SEC 801-56126
5707 SOUTHWEST PARKWAY, BUILDING 2, SUITE 400, AUSTIN, TX, 78735, United States
Phone
8445537872
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$79.80B
Discretionary AUM
$62.11B
Team
1359 total employees; 1359 advisory reps; 6392 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89162 | $24.54B |
| High net worth individuals | 26123 | $46.81B |
| Pension/profit sharing plans | 785 | $6.34B |
| Charitable organizations | 248 | $292.2M |
| Insurance companies | 23 | $66.3M |
| Corporations/business entities | 1062 | $1.75B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD