Kestra Advisory Services, LLC
Austin, TX·SEC-registered · CRD #283330
Kestra Advisory Services, LLC is an SEC-registered investment advisory firm in Austin, TX managing $80B across 239k client accounts, with 1.4k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$80B
Client accounts
239k
Advisory staff
1.4k
Fee model
Fee-based
How Kestra Advisory Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Kestra Advisory Services, LLC
How much does Kestra Advisory Services, LLC manage?
Per its most recent SEC Form ADV filing (06/22/2026), Kestra Advisory Services, LLC reports $80B in regulatory assets under management across roughly 239k client accounts.
How does Kestra Advisory Services, LLC charge?
Kestra Advisory Services, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Kestra Advisory Services, LLC a fiduciary?
Yes. Kestra Advisory Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #283330), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Kestra Advisory Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Kestra Advisory Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Austin, TX
Profile compiled from Kestra Advisory Services, LLC's public SEC Form ADV filing (CRD #283330, filed 06/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Kestra Advisory Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Kestra Advisory Services, LLC? Claim this profile.