Kestra Investment Management, LLC

RIASEC Registered

Total AUM

$4.3B

Discretionary

$4.3B

100% of AUM

Avg account

$265K

Accounts

16,262

Employees

17

Advisory reps

13

Firm details

Headquarters: Austin, Texas
CRD number: 317711
Registered since: December 16, 2021
Website: www.kestraim.com
Fee structure: Percentage of AUM
Client types: Other Investment Advisers100%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kestra Investment Management, LLC is an institutional registered investment adviser that focuses on portfolio management for business and institutional clients. The firm is SEC-registered (registered in 2021) and bills primarily on a percentage-of-assets basis. Its client base is institutional rather than retail, and its disclosed activities note relationships with broker-dealers, other investment advisers, trust companies, and insurance companies. Kestra does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser in the filing data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds87%
Exchange Traded Equities9%
Cash & Cash Equivalents4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 211

Active vs passive

$5.9B in ETFs

Passive

67%

$3.9B

Active

32%

$1.9B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P US VALUE ETF (IUSV)	BlackRock	Passive	Large Value	$512M	4,640,744	8.72%

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Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region: South
County: Travis
Address: 5707 Southwest Pkwy
Time zone: CT (UTC-6)
Office locations

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