The Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group Data Breach: Reported Filing Facts

Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Davis Advisory Group are financial services firms that provide wealth management, investment advisory, and financial planning solutions to their clients. As entities operating within the financial sector, these companies typically collect and store highly sensitive personal information, including government identification numbers, investment portfolio details, and comprehensive financial account data required to manage assets and execute transactions. This security incident was officially reported to the New Hampshire Attorney General in 2025, and individuals whose information may have been involved were sent a formal data breach notification letter. If you received this letter, it indicates that your personal or financial data was maintained by the firm and may have been compromised during the unauthorized access event.

State: New Hampshire
Reported: September 22, 2025

What to do if you were affected

These general steps can help limit the risk of identity theft and fraud after any data breach.

Stay alert to targeted scams
Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.
Keep your notification letter
Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

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