Investment adviser · CRD 283330

KESTRA ADVISORY SERVICES, LLC

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Sep 22, 2026

Regulatory AUM: $79.8B
Client accounts: 192,439
Employees: 1,359
Advisory professionals: 1,359

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	26,123	$46,812,874,825	58.7%
Individuals	89,162	$24,536,094,407	30.7%
Retirement plans	785	$6,338,127,120	7.9%
Corporations & businesses	1,062	$1,752,449,113	2.2%
Charities	248	$292,240,937	0.4%
Insurance companies	23	$66,305,365	0.1%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2134115 · Sep 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 22, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5707 SOUTHWEST PARKWAY, BUILDING 2, SUITE 400
AUSTIN, TX, 78735, United States

CRD 283330

Filing source

Form ADV 2134115 · Sep 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.