Joe Kercheville has been President of Kercheville Advisors since August 2013, is a control person of the firm and directly owns 75% or more of it.
Kercheville Advisors LLC is a San Antonio, TX firm with $555M under management, 352 clients and 3 advisers across 5 offices, as of its June 2026 filing.
Joe Kercheville is President and CEO of Kercheville Advisors in San Antonio, Texas. He began his career in 1967 as a stockbroker at Dittmar & Company and later joined Rotan Mosle, Inc., a Houston-based brokerage house. In 1984, with Richard Arneson, he launched the San Antonio investment firm that bears the Kercheville name, and from 1998 through December 2007 he managed the Blanco Partners hedge fund.
- Kercheville Advisors LLCCurrent– present · 12 yearsSan Antonio, TX · Adviser representative · Firm CRD 169471
Investment adviser representative registrations
Joe Kercheville is registered as an investment adviser representative in 2 states. The first approvals date from March 2014; the most recent is Colorado, in February 2024.
- ColoradoSince 22 February 2024
- TexasSince 31 March 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2001 |
| Series 24 | General Securities Principal Examination | 13 February 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 June 1979 |
| Series 1 | Registered Representative Examination | 6 December 1967 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Joe Beaty Kercheville
- CRD
- 268275
- Firm
- Kercheville Advisors · CRD 169471
- Role
- President
- Office
- 15750 IH-10 WEST, San Antonio, TX 78249
- Registration
- Investment adviser registration
- In the industry since
- January 1968
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kercheville.com
Where does Joe Kercheville work?
Joe Kercheville has been President of Kercheville Advisors LLC since August 2013, and is a control person of the firm.
Is Joe Kercheville a financial advisor?
Yes. Joe Kercheville has a current investment-adviser registration in Colorado and Texas, through Kercheville Advisors since March 2014.
How many years of experience does Joe Kercheville have?
Joe Kercheville has 58 years in the financial industry, since January 1968, across 1 adviser firm.
What exams has Joe Kercheville passed?
Joe Kercheville has passed 4 licensing exams: the Series 1, Series 63, Series 24 and Series 65. The earliest, the Series 1, was passed in December 1967. FINRA credited Joe Kercheville with the SIE, which began in October 2018.
Where is Joe Kercheville based?
Joe Kercheville’s registered office is in San Antonio, TX.
Is Joe Kercheville registered with FINRA?
No. Joe Kercheville has no current broker registration.
How can I verify Joe Kercheville’s record?
Search CRD 268275 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joe Kercheville’s full registration record.