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Kestra Advisory Services, LLC

● SEC registered since 1998CRD 283330SEC# 801-56126Austin, TX
Export (members)
Reg. AUM
$60.17B
Employees
1,299
Accounts
155,482
Location
Austin, TX

Kestra Advisory Services, LLC assets under management

Kestra Advisory Services, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 1998. It reports $60.2 billion in regulatory assets under management and employs 1,299 people.

Kestra Advisory Services, LLC owners & executives

21 reported
NameTitleOwnershipSince
Jean-Luc DupontHead Of Cybersecurity And Technology RiskUnder 5%2023
John Vincent Amore ControlPresidentUnder 5%2025
Kestra Financial, Inc. ControlManaging MemberOver 75%2014
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Frequently asked questions

How much does Kestra Advisory Services, LLC manage?

Kestra Advisory Services, LLC reports $60.2 billion in regulatory assets under management on its Form ADV.

How many employees does Kestra Advisory Services, LLC have?

Kestra Advisory Services, LLC reports 1,299 employees.

Where is Kestra Advisory Services, LLC located?

Kestra Advisory Services, LLC is based in Austin, TX and has been SEC-registered since 1998.

Does Kestra Advisory Services, LLC disclose fund performance?

Kestra Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735
Phone8445537872
Office hours7 a.m. To 5 p.m. Cst
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$44.53B
Non-discretionary$15.64B
Total (RAUM)$60.17B