| Name | Title | Ownership | Since |
|---|---|---|---|
| Jean-Luc Dupont | Chief Information Security Officer | Under 5% | 2024 |
| John Arthur Barragan Control | Chief Operating Officer | Under 5% | 2024 |
| Kara Marie Murphy Control | Chief Investment Officer, Evp | Under 5% | 2021 |
Kestra Investment Management, LLC. reports $2.6 billion in regulatory assets under management on its Form ADV.
Kestra Investment Management, LLC. reports 17 employees.
Kestra Investment Management, LLC. is based in Austin, TX and has been SEC-registered since 2021.
Kestra Investment Management, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5707 Southwest Parkway, Building 2, Ste 400, Austin, TX 78735 |
| Phone | 844-553-7872 |
| Office hours | 8 a.m. To 5 p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1962449 |
| Discloses disciplinary history | No |
| Discretionary | $2.62B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.62B |