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Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach investigation

Filed
September 22, 2025
Regulator
New Hampshire AG
People affected
Not stated
File status
Investigation Open

What the filing confirms

  • Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group reported the incident to the New Hampshire Attorney General.

Still unknown

  • Which categories of personal information were taken. The filing does not list them.
  • How many people were affected. The filing does not give a number.
  • What caused the incident beyond the description in the filing.
  • How the attackers got in, and whether basic safeguards such as multi-factor sign-in were in place.

Investigation notes

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.

What our attorneys examine

A cyberattack does not excuse a company from protecting the information it holds. We look at whether Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group used reasonable security, how long it kept the data, and how quickly it told the people affected. Those questions decide whether a class action or individual claim is possible. Read more on how ransomware lawsuits work, or browse other incident files in New Hampshire.

Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach questions

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.
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.
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.
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.
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.
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.

Other open files in New Hampshire

Attorney advertising. An incident file reflects a public regulator filing and our review of it; it does not mean a lawsuit has been filed or that the company did anything unlawful. Submitting a review request does not create an attorney-client relationship.