Kestra Investment Management, LLC.
● SEC registered since 2021CRD 317711SEC# 801-122889Austin, TX
Reg. AUM
$4.31B
Employees
17
Accounts
16,262
Location
Austin, TX
Kestra Investment Management, LLC. assets under management
Kestra Investment Management, LLC. is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2021. It reports $4.3 billion in regulatory assets under management and employs 17 people.
Kestra Investment Management, LLC. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jean-Luc Dupont | Chief Information Security Officer | Under 5% | 2024 |
| Jeremy Scott Carr Control | Evp, General Counsel | Under 5% | 2025 |
| Kara Marie Murphy Control | Chief Investment Officer, Evp | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Kestra Investment Management, LLC. manage?
Kestra Investment Management, LLC. reports $4.3 billion in regulatory assets under management on its Form ADV.
How many employees does Kestra Investment Management, LLC. have?
Kestra Investment Management, LLC. reports 17 employees.
Where is Kestra Investment Management, LLC. located?
Kestra Investment Management, LLC. is based in Austin, TX and has been SEC-registered since 2021.
Does Kestra Investment Management, LLC. disclose fund performance?
Kestra Investment Management, 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, 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 |
Regulatory AUM
$4.31B▲ 185%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$4.31Bregulatory AUM
Discretionary $4.31B