Kestra Investment Services, Llc
$25.1B reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Kestra Investment Services, Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms, FY2023: 1 cohort firms. No matched data for FY2017.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | $23.2B | $257B | 9.1% | 03/24/2026 |
| Sovran Advisors, Llc | $1.7B | $1.9B | 90.3% | 03/27/2026 |
| Fdx Advisors, Inc. | $126M | $833M | 15.2% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.