Charlottesville, VA Office
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Kestra Advisory
Enterprise
Firm-wide stats for Kestra Advisory
About
Kestra Advisory Services provides investment advisory and retirement‑plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm’s brochure describes services such as vendor searches and benchmarking, plan design and compliance testing, fiduciary consulting and oversight, plan‑level investment advice, employee education, pooled plan solutions, and advisor‑managed accounts.
Advisors act as ERISA fiduciaries where applicable and may be engaged to provide discretionary 3(38) or non‑discretionary 3(21) services; recommended investments are supported by due diligence that considers performance, fees, manager tenure, and investment process. Kestra distributes multiple management platforms and third‑party managed solutions (for example, AdvisorEnterprise and AdvisorChoice) and permits use of complex products and discretionary trading within its supervisory framework.
Compared with many enterprise peers, Kestra discloses activities that align with serving very large institutional investors: the firm reports approximately $79.8 billion in assets under management, acts as a placement agent for private funds, and offers pooled employer plan arrangements, and its disclosures indicate it counts sovereign wealth funds among its clients — a relatively uncommon client type for firms in this category. The brochure also highlights extensive affiliate and third‑party relationships (including an affiliated broker‑dealer and custodial/technology partners such as Envestnet and NFS), which expand product access but are identified in the disclosure as sources of potential conflicts of interest.
Based on Kestra Advisory
Expertise
Based on Kestra Advisory
Location
600 Peter Jefferson Parkway, Suite 370
Charlottesville VA 22911
Advisors at this office
3
Advisors at this office
Britt H
CFP®, Series 66
Charlottesville, VA
Kestra Advisory
Britt Hockenberry is a CFP® with 13 years of industry experience, currently affiliated with Kestra Advisory. Prior to joining Kestra in 2025, Hockenberry worked at LPL Financial and Ameriprise Financial Services. Outside of advisory roles, Hockenberry serves as a notary and is involved in managing invoicing and deposits for a preschool organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including services such as fiduciary consulting, plan design, and benchmarking. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes sovereign wealth funds and large institutional investors.
Thomas J
CFP®, Series 66
Charlottesville, VA
Kestra Advisory
Thomas Jackson is a CFP® professional with four years of industry experience, currently serving as an advisor at Kestra Advisory Services. His prior experience includes roles at LPL Financial LLC and Carroll Financial, among others. Jackson is also a notary, providing signature witnessing and documentation services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm serves large institutional investors, including sovereign wealth funds, and provides services such as fiduciary consulting, plan design, and advisor-managed accounts.
Chenchen Y
Series 66
Charlottsville, VA
Kestra Advisory
Chenchen Yin is a financial advisor at Kestra Advisory with 10 years of industry experience. Yin holds a Series 66 designation and has previously worked at LPL Financial, Ameriprise Financial Services Inc, Private Advisor Group, and Piedmont Wealth Management. Outside of advisory work, Yin is involved in leadership and client relationship management within a financial planning and investment management business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.
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