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| Kestra Advisory Services LLC
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|---|---|
| CRD # | 283330 |
| SEC # | 801-56126 |
| CIK # | 0001830819 |
| AUM | 79.80 B (2026-06-22) |
| Employees | 1,359 (100% Investors, 97% Brokers) |
| Phone | 844-553-7872 |
| Address | 5707 Southwest Parkway Austin, TX 78735 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| Parker Hannifin Corp | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| SPDR Gold Trust | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Caterpillar Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89,162 | 24.5 |
| (b) Individuals (high net worth individuals) | 26,123 | 46.8 |
| (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 | 785 | 6.3 |
| (h) Charitable organizations | 248 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 23 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,062 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 192,439 | 79.8 |
| By Discretionary | ||
| Discretionary | 145,436 | 62.1 |
| Non-Discretionary | 47,003 | 17.7 |
| Total | 192,439 | 79.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 79.8 | |
| Total | 192,439 | 79.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001830819] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $7.7B |
| Clients | 6,392 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
CWM LLC
✚
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