firm profile
Kestra Advisory Services, LLC
Overview
Kestra Advisory Services, LLC is an SEC registered investment adviser based in Austin, TX, registered since 1997. It reports $79.8B in assets under management across 192,439 accounts, with 1,359 employees. It has 1,444 investment adviser representatives.
- Reported AUM
- $79.8B
- Discretionary
- 78%
- Accounts
- 192,439
- Average account
- $415K
- Employees
- 1,359
- Advisory reps
- 1,444
- Registered since
- 1997
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 9
- John Vincent Amore President CRD 5430932
- Michael Ross Pedlow Executive Vice President, Chief Compliance Officer CRD 4871563
- Scott Matthew Zegers Chief Financial Officer CRD 4831659
6 more executive officers, with direct contact details
Advisory reps 3 of 1,444
- Jonathan Abbuhl Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7495196
- Robert George Abel Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4397867
- Erin M Abeln Registered Rep · Investment Adviser Rep CRD 5461354
1,441 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 5707 Southwest Pkwy Ste 2-400
Austin, TX 78735 - County
- Travis
- Metro area
- Austin-Round Rock-Georgetown, TX
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: kestrafinancial.com
Every state, with registration dates
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