{"url":"https://nivawealth.com/firms/kestra-advisory-services-283330","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283330","regulatoryAum":79798091767,"crd":"283330","secFileNumber":"801-56126","legalName":"Kestra Advisory Services, LLC","displayName":"Kestra Advisory Services","website":null,"linkedinUrl":"https://www.linkedin.com/company/kestra-financial/","founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5707 Southwest Parkway, Building 2, Suite 400","city":"Austin","state":"TX","stateName":"Texas","country":"United States","postalCode":"78735"},"tradeNames":[],"registration":{"secApproved":"31 December 1998","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":1359,"advisory":1359,"brokerDealerReps":1322,"insuranceAgents":855,"promoters":20},"aum":{"discretionary":62105726709,"discretionaryAccounts":145436,"nonDiscretionary":17692365058,"nonDiscretionaryAccounts":47003,"wrapProgram":13954609179,"nonUsClientsPct":0,"nonAumClients":6392},"clientTypes":[{"label":"Individuals (other than HNW)","clients":89162,"regulatoryAum":24536094407},{"label":"High-net-worth individuals","clients":26123,"regulatoryAum":46812874825},{"label":"Pension and profit-sharing plans","clients":785,"regulatoryAum":6338127120},{"label":"Charitable organizations","clients":248,"regulatoryAum":292240937},{"label":"Insurance companies","clients":23,"regulatoryAum":66305365},{"label":"Corporations and other businesses","clients":1062,"regulatoryAum":1752449113}],"fees":[{"service":"Investment advisory services","basis":"Percentage of assets; negotiable, billed in advance or in arrears.","range":"Up to 2.50% a year"}],"feeNotes":[],"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":62736907585}],"custodyNote":"Kestra Advisory Services has custody of $62.28B for 98,168 clients.","otherCustodians":[],"leadership":[{"name":"John Amore","title":"President","crd":"5430932"},{"name":"Scott Zegers","title":"Chief Financial Officer","crd":"4831659"},{"name":"Michael Pedlow","title":"EVP, Chief Compliance Officer","crd":"4871563"},{"name":"Jeremy Carr","title":"EVP, General Counsel","crd":"6695385"},{"name":"Jean-Luc Dupont","title":"Head of Cybersecurity and Technology Risk","crd":"7779006"},{"name":"Vinay Kant","title":"EVP, Chief Digital Technology Officer","crd":"7976827"},{"name":"Mark Schoenbeck","title":"EVP, Advisor Engagement","crd":"2625829"},{"name":"Angela Xavier","title":"EVP, Client Experience Officer","crd":"7094095"},{"name":"Yin Yin","title":"Controller","crd":"3219513"}],"ownership":[{"label":"Kestra Financial, Inc.","detail":"Managing member in the 75% or more ownership band and a control person, since October 2014."},{"label":"Kestra Advisor Services Holdings C, Inc","detail":"Indirect owner: a owner of Kestra Financial, Inc. in the 75% or more band and a control person, since October 2014.","parent":"Kestra Financial, Inc."},{"label":"Kestra Advisor Services Holdings B, Inc","detail":"Indirect owner: a owner of Kestra Advisor Services Holdings C, Inc in the 75% or more band and a control person, since October 2014.","parent":"Kestra Advisor Services Holdings C, Inc"},{"label":"Kestra Advisor Services Holdings A, Inc","detail":"Indirect owner: a owner of Kestra Advisor Services Holdings B, Inc in the 75% or more band and a control person, since October 2014.","parent":"Kestra Advisor Services Holdings B, Inc"},{"label":"Kingfisher Holding B, Inc.","detail":"Indirect owner: a owner of Kestra Advisor Services Holdings A, Inc in the 75% or more band and a control person, since June 2019.","parent":"Kestra Advisor Services Holdings A, Inc"},{"label":"Kingfisher Holding A, Inc.","detail":"Indirect owner: a owner of Kingfisher Holding B, Inc. in the 75% or more band and a control person, since June 2019.","parent":"Kingfisher Holding B, Inc."},{"label":"Kingfisher Topco Holdings, LP","detail":"Indirect owner: a owner of Kingfisher Holding A, Inc. in the 75% or more band and a control person, since February 2025.","parent":"Kingfisher Holding A, Inc."},{"label":"Ohcp VI Enzo Aggregator, L.P.","detail":"Indirect owner: a owner of Kingfisher Topco Holdings, LP in the 25% to 50% band and a control person, since February 2025.","parent":"Kingfisher Topco Holdings, LP"},{"label":"Kingfisher Topco Holdings GP, LLC","detail":"Indirect owner: general partner of Kingfisher Topco Holdings, LP and a control person, since February 2025.","parent":"Kingfisher Topco Holdings, LP"},{"label":"T-IX Kraken Co-Invest, LP","detail":"Indirect owner: a owner of Kingfisher Topco Holdings, LP in the 25% to 50% band and a control person, since February 2025.","parent":"Kingfisher Topco Holdings, LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":544,"privateResidences":0},"listedOfficeAddresses":27,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"63 S. 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They include 89,162 other individuals, 26,123 high-net-worth individuals and 1,062 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kestra Advisory Services offer?","answer":"Kestra Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers. Its services also include estate planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kestra Advisory Services charge?","answer":"Kestra Advisory Services charges up to 2.50% a year for investment advisory services.","source":"Part 2A brochure, Item 5","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kestra Advisory Services use?","answer":"Kestra Advisory Services’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $62,736,907,585. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kestra Advisory Services have?","answer":"Kestra Advisory Services has 1,315 investment adviser representatives registered with state securities authorities, out of 1,359 employees, and 1,359 perform investment advisory functions. 1,322 are registered representatives of a broker-dealer and 855 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kestra Advisory Services invest in?","answer":"At the end of its last fiscal year, Kestra Advisory Services’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 5% cash and equivalents, 2% state and local bonds, 2% investment grade corporate bonds and 1% U.S. government and agency bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kestra Advisory Services?","answer":"Kestra Advisory Services is owned through a chain of holding companies by Ohcp VI Enzo Aggregator, L.P. and T-IX Kraken Co-Invest, LP. Its direct owner is Kestra Financial, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kestra Advisory Services get paid?","answer":"Kestra Advisory Services is paid through a percentage of assets under management, hourly charges and fixed fees. 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