Greenville, SC Executive Center Dr 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
300 Executive Center Dr, Suite 103
Greenville SC 29615
Advisors at this office
3
Advisors at this office
Michael C
CFP®, ChFC®, Series 66
Greenville, SC
Kestra Advisory
Michael Crump is a CFP® and ChFC® with 10 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, having previously worked at Truist and BB&T in various advisory and investment services capacities. Outside his advisory work, he serves as a Senior Master Sergeant in the U.S. Air Force with the 560th RED HORSE Squadron, which performs heavy construction in austere and hostile locations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and various managed solutions, including services tailored to large institutional investors such as sovereign wealth funds.
Mei A
CFP®, Series 63, Series 65
Greenville, SC
Kestra Advisory
Mei Au is a CFP® professional with 26 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. She has worked within the Kestra network since 2012, including time with Kestra Investment Services, LLC. Outside of her advisory role, Mei Au is an independent Christian writer, contributing faith-based devotionals and preparing a Bible study guide for publication. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages significant assets with a focus on due diligence and a broad platform of investment solutions.
Beverly T
Series 63, Series 66
Greenville, SC
Kestra Advisory
Beverly Tedstone is a financial advisor with Kestra Advisory in Greenville, SC, holding Series 63 and Series 66 licenses and with 25 years of industry experience. She has worked at Kestra Advisory since 2018 and has prior experience at SunTrust Bank and related entities. Tedstone also holds a senior client service associate position supporting advisors in practice management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and investment advisory, serving large institutional investors such as sovereign wealth funds with assets under management totaling approximately $79.8 billion.
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