Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group Data Breach

Notification Issued

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Breach Summary

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.

Case Status

Notification Issued

Notifications Sent

2025-09-22

States Reported To

1 state

Data Types Exposed

8 categories

Data Types Exposed in This Breach

Social Security NumberView all →
Date of BirthView all →
Financial Account NumberView all →
Routing NumberView all →
Investment Portfolio InformationView all →
Contact InformationView all →

States Where Victims Were Notified

⏳ Time-Limited: Statute of Limitations Applies

Data breach lawsuits are typically subject to a 1–3 year statute of limitations from the date you were notified. Once that window closes, your right to compensation is permanently forfeited — regardless of the harm you suffered. If you received a notification letter from Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group, acting now preserves your legal options.

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Frequently Asked Questions About the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group Data Breach

Was I affected by the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach?

If you received a data breach notification letter from Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group, your personal information was compromised. The breach affected people across 1 state and exposed data including Name, Social Security Number, Date of Birth.

Can I sue Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group for the data breach?

Yes. If you were notified of the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach, you may qualify for compensation through a class action lawsuit. Victims can potentially recover damages for identity theft risk, credit monitoring costs, and the loss of personal privacy. A free, confidential case review is available — no fee unless you win.

What is the deadline to file a Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach claim?

Data breach claims typically have a statute of limitations of 1–3 years from the date you were notified. Missing this deadline permanently forfeits your right to compensation. Contact an attorney as soon as possible to protect your legal rights.

What compensation can I receive from a Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach settlement?

Settlement amounts vary by case. Victims of data breaches have received compensation for out-of-pocket losses (fraudulent charges, credit monitoring, identity restoration costs), time spent dealing with the breach, and general damages for exposure of sensitive personal information such as Name, Social Security Number, Date of Birth.

Official Sources & Filings

Related Resource

Did You Receive a Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group Notification Letter?

Step-by-step guide: what the letter means, what to do next, and how to claim compensation.

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Law Office of David S. Harris

Concerned about the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group breach?

Request a confidential review — no cost or obligation.

Class action deadlines are time-sensitive — an attorney will call you within the hour.

An attorney will call you directly

No fee unless we win · Attorney-client privilege protected

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