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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kestra Advisory Services LLC
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|---|---|
| CRD # | 283330 |
| SEC # | 801-56126 |
| CIK # | 0001830819 |
| AUM | $60.2 B (2025-04-14) |
| Employees | 1,299 (100% Investors, 97% Brokers) |
| Phone | 844-553-7872 |
| Address | 5707 Southwest Parkway Austin, TX 78735 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Parker Hannifin Corp | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74,548 | 19.1 |
| (b) Individuals (high net worth individuals) | 21,632 | 38.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 256 | 1.0 |
| (h) Charitable organizations | 276 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 36 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 954 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 155,482 | 60.2 |
| By Discretionary | ||
| Discretionary | 111,103 | 44.5 |
| Non-Discretionary | 44,379 | 15.6 |
| Total | 155,482 | 60.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 60.2 | |
| Total | 155,482 | 60.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001830819] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AssetMark Inc
✚
|
CA | 77.4 |
|
Morningstar Investment Management LLC
✚
|
IL | 76.6 |
|
Rockefeller Financial LLC
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|
NY | 70.0 |
|
Sterling Capital Management LLC
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|
NC | 66.2 |
|
Orion Portfolio Solutions LLC
✚
|
NE | 57.7 |
|
Breckinridge Capital Advisors Inc
✚
|
MA | 51.0 |
|
Parnassus Investments LLC
✚
|
CA | 45.7 |
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 45.5 |
|
Sands Capital Management LLC
✚
|
VA | 45.2 |
|
Causeway Capital Management LLC
✚
|
CA | 42.7 |