Kestra Investment Management, LLC.
Austin, TX·SEC-registered · CRD #317711
Kestra Investment Management, LLC. is an SEC-registered investment advisory firm in Austin, TX managing $4.3B across 16k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.3B
Client accounts
16k
Advisory staff
13
Fee model
Fee-only
How Kestra Investment Management, LLC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Kestra Investment Management, LLC.
How much does Kestra Investment Management, LLC. manage?
Per its most recent SEC Form ADV filing (06/18/2026), Kestra Investment Management, LLC. reports $4.3B in regulatory assets under management across roughly 16k client accounts.
How does Kestra Investment Management, LLC. charge?
Kestra Investment Management, LLC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Kestra Investment Management, LLC. a fiduciary?
Yes. Kestra Investment Management, LLC. is registered with the U.S. Securities and Exchange Commission (CRD #317711), 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 Investment Management, 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 Investment Management, 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 Investment Management, LLC.'s public SEC Form ADV filing (CRD #317711, filed 06/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Kestra Investment Management, 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 Investment Management, LLC.? Claim this profile.