Kestra Advisory Services, LLC
● SEC registered since 1998CRD 283330SEC# 801-56126Austin, TX
Reg. AUM
$79.8B
Employees
1,359
Accounts
192,439
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 $79.8 billion in regulatory assets under management and employs 1,359 people.
Kestra Advisory Services, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Diane Xavier Control | Evp, Client Experience Officer | Under 5% | 2025 |
| Jean-Luc Dupont | Head Of Cybersecurity And Technology Risk | Under 5% | 2023 |
| Jeremy Scott Carr | Evp, General Counsel | Under 5% | 2025 |
See all 19 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Kestra Advisory Services, LLC manage?
Kestra Advisory Services, LLC reports $79.8 billion in regulatory assets under management on its Form ADV.
How many employees does Kestra Advisory Services, LLC have?
Kestra Advisory Services, LLC reports 1,359 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
| Address | 5707 Southwest Parkway, Building 2, Suite 400, Austin, TX 78735 |
| Phone | 8445537872 |
| Office hours | 7 a.m. To 5 p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$79.8B▲ 65%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$79.8Bregulatory AUM
Discretionary $62.11BNon-discretionary $17.69B