Kestra Investment Management, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 31, 2026, reports $4.3B in regulatory assets under management, 17 employees, and 16,262 accounts.
Assets Under Management
$4.3B
Employees
17
Offices
--
Total Clients
<5
Primary office
AUSTIN, TX
5707 SOUTHWEST PARKWAY, BUILDING 2, STE 400, AUSTIN, TX, United States
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
4
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.3Bas of March 31, 2026
Discretionary100.0%
$4.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.3B
Total Accounts16,262
10Y AUM Change+$4.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee0:1
10Y Employee Change+7 (+70.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.