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| Keyboard |
| Kestra Investment Management LLC
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|---|---|
| CRD # | 317711 |
| SEC # | 801-122889 |
| CIK # | 0001962449 |
| AUM | 4,312.7 M (2026-06-18) |
| Employees | 17 (76% Investors, 47% Brokers) |
| Fees | |
| Minimum | |
| Phone | 844-553-7872 |
| Address | 5707 Southwest Parkway, Building 2, Ste 400 Austin, TX 78735 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 4.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16,262 | 4.3 |
| By Discretionary | ||
| Discretionary | 16,262 | 4.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16,262 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 16,262 | 4.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962449] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
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