Kestra Investment Management, LLC

Overview

Kestra Investment Management, LLC is an institutional registered investment adviser organized as an LLC and operating on a fee model tied to assets under management. The firm focuses on portfolio management for business and institutional clients rather than retail households. It does not identify as an active ESG investor, is not a multi-state adviser per the snapshot, and is not positioned as a capital allocator or pension consultant. Kestra Investment Management maintains industry relationships across broker-dealers, other investment advisers, trust companies, and insurance companies, suggesting its services sit inside a broader financial-services ecosystem rather than as a standalone family office.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices