KESTRA INVESTMENT MANAGEMENT, LLC.
CRD #317711 SEC #801-122889 AUSTIN, TX 844-553-7872
SEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
Employees
17
Clients
--
Accounts
9,421
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.6B | $2.6B | $0 | 17 | 0 |
| Sep 2025 | $2.6B | $2.6B | $0 | 17 | 0 |
| Jun 2025 | $2.6B | $2.6B | $0 | 17 | 0 |
| Apr 2025 | $2.6B | $2.6B | $0 | 17 | 0 |
| Apr 2025 | $2.6B | $2.6B | $0 | 17 | 0 |
| Mar 2025 | $2.6B | $2.6B | $0 | 17 | 0 |
| Feb 2025 | $1.5B | $1.5B | $0 | 14 | 0 |
| Jan 2025 | $1.5B | $1.5B | $0 | 14 | 0 |
| Nov 2024 | $1.5B | $1.5B | $0 | 14 | 0 |
| Aug 2024 | $1.5B | $1.5B | $0 | 14 | 0 |
| Jul 2024 | $1.5B | $1.5B | $0 | 14 | 0 |
| Apr 2024 | $1.5B | $1.5B | $0 | 14 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 14 | 0 |
| Nov 2023 | $109.8M | $109.8M | $0 | 12 | 0 |
| Oct 2023 | $109.8M | $109.8M | $0 | 12 | 0 |
| Sep 2023 | $109.8M | $109.8M | $0 | 12 | 0 |
| Mar 2023 | $109.8M | $109.8M | $0 | 12 | 0 |
DateNov 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees17
Clients0
DateSep 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees17
Clients0
DateJun 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees17
Clients0
DateApr 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees17
Clients0
DateApr 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees17
Clients0
DateFeb 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateJan 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateNov 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateAug 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateJul 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateApr 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees12
Clients0
DateOct 2023
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees12
Clients0