Investment adviser · CRD 151790
KESTRA INSTITUTIONAL SERVICES, LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Jun 30, 2026
- Employees
- 10 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe 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: Jun 30, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
5707 SOUTHWEST PARKWAY, BLDG 2, SUITE 400AUSTIN, TX, 78735, United States
CRD 151790
Filing source
Form ADV 2116765 · Jun 30, 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.