Kestra Investment Management, LLC.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 317711
- SEC number
- 801-122889
- Firm type
- RIA
- Assets under management
- $4.3B as of Jun 18, 2026
- Website
- www.youtube.com/@KestraInvestmentManagement ↗
- Phone
- 844-553-7872
- Address
- 5707 Southwest Parkway, Building 2, Ste 400, Austin, TX, 78735
Advisors at this firm
9 in our index · page 1 of 1
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Ryan ChangCRD 7189738 · Austin, TXIA Registered
-
John Marc ChoquetteCRD 7814728 · Austin, TXIA Registered
-
Michael Christopher HumbertCRD 5944137 · Austin, TXIA RegisteredBroker
-
Kara Marie MurphyCRD 4192291 · Austin, TXIA Registered
-
Robert Landon PattersonCRD 6091893 · San Antonio, TXIA RegisteredBroker
-
Alec RandolphCRD 7370721 · Austin, TXIA RegisteredBroker
-
Svante RocabadoCRD 6353617 · Austin, TXIA RegisteredBroker
-
Stephen Garrett SmithCRD 4222732 · Austin, TXIA RegisteredBroker
-
Derek Matthew SchugCRD 2285430 · Austin, TXIA Registered
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 317711 ↗
FINRA BrokerCheck record for firm CRD 317711 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.