Kestra Institutional Services, LLC

Overview

Kestra Institutional Services, LLC is a limited liability company that has been SEC-registered since 2009 and functions as a capital allocator and related adviser within the Kestra group. The firm provides advisory services across several channels: portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting, and selection of other advisers. Its advisory fees are charged as a percentage of assets under management and via fixed fees. The firm is not identified as an active ESG investor and is not described as a multistate adviser in the available dataset. Kestra Institutional Services also maintains industry relationships beyond pure advisory work. The entity is affiliated with broker-dealer activities, other investment advisers, a trust company, and an insurance company, indicating a platform-oriented role that can combine custody, execution, and product access alongside advisory functions.

Assets & Accounts

Investments & Alternatives