# Kestra Institutional Services, LLC

> Kestra Institutional Services, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated June 30, 2026.

- CRD: 151790
- Filed as: KESTRA INSTITUTIONAL SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151790
- AdvisorCensus page: https://advisorcensus.com/firm/kestra-institutional-services-llc-austin-tx-151790

## Quick answers

**How is Kestra Institutional Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kestra Institutional Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Kestra Institutional Services, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.05% to 0.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kestra Institutional Services, LLC located?**
Kestra Institutional Services, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Kestra Institutional Services, LLC registered with the SEC or a state?**
Kestra Institutional Services, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151790.

**How have Kestra Institutional Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Kestra Institutional Services, LLC: Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Kestra Institutional Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151790

**What changed in Kestra Institutional Services, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.05% to 0.25% a year (a range, as the brochure states it)

> Kestra Institutional fees for an RIA Managed Account range from 0.05 percent to 0.25 percent and are based upon a variety of factors, such as the value of an RIA’s assets under management

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2009 (16 years)
- Employees: 10 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 10 | April 29, 2021 |
| October 2022 | Not reported | 10 | August 4, 2022 |
| October 2023 | Not reported | 10 | September 11, 2023 |
| October 2024 | Not reported | 10 | July 22, 2024 |
| October 2025 | Not reported | 10 | April 14, 2025 |
| October 2026 | Not reported | 10 | June 30, 2026 |

Total employees: 10 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kestra Institutional Services, LLC (CRD 151790): Form ADV filing data as of October 2026.