Kestra Investment Services Data Breach Filed in New Hampshire 2025

Kestra Investment Services, Kestra Advisory Services, and Davis Advisory Group reported a data security incident to the New Hampshire Attorney General in September 2025. This filing indicates that an unauthorized party may have accessed personal information held by these financial services firms. Individuals who received a notification letter should review its contents for specific details.

State: New Hampshire
Reported: September 22, 2025

Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Davis Advisory Group recently filed a data breach notification with the New Hampshire Attorney General's office. The official filing date for this security incident was September 22, 2025. The companies are financial services firms that provide wealth management, investment advisory, and financial planning solutions.

According to the public record, this incident involved unauthorized access to the firms' systems. While the nature of the security incident was not specified, it led to a compromise of personal information. The specific categories of data involved were not detailed in the official filing, so the exact information potentially exposed remains undisclosed in the public record.

Individuals who received a formal data breach notification letter from Kestra Investment Services, Kestra Advisory Services, or Davis Advisory Group should understand that this indicates their personal information was maintained by one of these firms and may have been affected. The notification letter would provide direct information relevant to their situation.

Since specific types of data were not publicly disclosed, general protective measures are recommended. These include carefully reviewing any official notification letter received, monitoring financial accounts for unusual activity, and being cautious of unsolicited communications that might attempt to gather personal details. Remaining vigilant against phishing attempts and identity theft is a prudent step.

This information is based on public filings submitted to the New Hampshire Attorney General. The investigation into the incident is ongoing, and any updates would typically be communicated directly to affected individuals by the companies involved.

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.

What to know about the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach

What should I do after getting the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach notice?: Keep the letter and the envelope, and note the date it arrived. Freeze your credit with Equifax, Experian and TransUnion, change any passwords the notice mentions, and sign up for any free credit monitoring the letter offers. Then check whether you may have a claim.
Is the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach letter legit or a scam?: A notice from Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group in the mail matches the breach Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group reported to the New Hampshire Attorney General on September 22, 2025. Check that the company name and dates in your letter match that filing. A real notice of data security incident won't ask for your password, Social Security number or a payment — if it does, contact Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group through a phone number or website you find yourself.
Did Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group offer free credit monitoring?: Check your letter from Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group. If free credit or identity monitoring is offered, the enrollment code and deadline are printed in the notice itself. Using the free service won't stop you from joining a lawsuit or settlement later.
Can I sue Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group over the data breach?: It depends on what was exposed, the law in New Hampshire and your own state, and whether you've been harmed. Most people take part through a class action rather than suing alone. Keep your notification letter — it's the proof that connects you to the breach.
Is there a Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach class action lawsuit?: Law firms often open an investigation after a breach notice like this one, and a class action lawsuit may follow. This page doesn't confirm that a lawsuit has been filed against Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group. You usually don't have to join a class action to be included — if a settlement is reached, class members are notified and can file a claim.
How much could a Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach settlement or claim be worth?: There is no set amount, and no Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group settlement is confirmed here. In past data breach settlements, payments depended on what data was exposed and on documented losses — fraud, out-of-pocket costs and time spent dealing with the breach. Keep receipts and records; they're what damages claims are built on.
Do I need a Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach lawyer or attorney?: An attorney can read your notice and tell you whether a claim makes sense. A case review here is free, and data breach cases are usually handled on contingency, so there is no upfront cost.

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