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KESTRA ADVISORY SERVICES, LLC
CRD 283330File 801-56126
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$79.80B
Top 10% of cohort (national)
Discretionary AUM
$62.11B
Non-discretionary $17.69B
Clients
117,403
192,439 accounts
Employees
1,359
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 31, 1998
- Principal office
- 5707 SOUTHWEST PARKWAY, BUILDING 2, SUITE 400, AUSTIN, TX, 78735
- Phone
- 8445537872
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $79.80B
- Discretionary AUM
- $62.11B
- Non-discretionary AUM
- $17.69B
- Discretionary accounts
- 145,436
- Non-discretionary accounts
- 47,003
- Total accounts
- 192,439
- AUM per client
- $680K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,062 | $1.75B |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | 23 | $66.3M |
| Charitable organizations | 248 | $292.2M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 26,123 | $46.81B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 785 | $6.34B |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 89,162 | $24.54B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.