Kercheville Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.
Kercheville Advisors reports 352 clients. They include 231 individual clients, 96 high-net-worth individuals, and 13 corporations and other businesses. Of its assets, 98.6% ($547M across 698 accounts) are managed with discretion; $7.85M across 25 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 12% |
| High-net-worth individuals | 27% | 80% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | 1% | 2% |
| Other investment advisers | <1% | <1% |
| Other client typesInsurance companies; Corporations and other businesses | 4% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 231 | $66.5M | 12.0% | $288K |
| High-net-worth individuals | 96 | $443M | 79.8% | $4.61M |
| Pension and profit-sharing plans | 5 | $8.11M | 1.5% | $1.62M |
| Charitable organizations | 5 | $11.7M | 2.1% | $2.34M |
| Other investment advisers | Fewer than 5 | $992K | 0.2% | $992K |
| Insurance companies | Fewer than 5 | $84.6K | 0.0% | $84.6K |
| Corporations and other businesses | 13 | $24.4M | 4.4% | $1.88M |
| Total | 352 | $555M | 100% | — |
- Clients
- 231
- Regulatory AUM
- $66.5M
- AUM share
- 12.0%
- Avg. per client
- $288K
- Clients
- 96
- Regulatory AUM
- $443M
- AUM share
- 79.8%
- Avg. per client
- $4.61M
- Clients
- 5
- Regulatory AUM
- $8.11M
- AUM share
- 1.5%
- Avg. per client
- $1.62M
- Clients
- 5
- Regulatory AUM
- $11.7M
- AUM share
- 2.1%
- Avg. per client
- $2.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $992K
- AUM share
- 0.2%
- Avg. per client
- $992K
- Clients
- Fewer than 5
- Regulatory AUM
- $84.6K
- AUM share
- 0.0%
- Avg. per client
- $84.6K
- Clients
- 13
- Regulatory AUM
- $24.4M
- AUM share
- 4.4%
- Avg. per client
- $1.88M
Total
- Clients
- 352
- Regulatory AUM
- $555M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Kercheville Advisors charges 1.00%–2.00% a year for its Portfolio Management Program. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Fixed fee of up to $3,000 per plan, or an hourly rate of up to $250; fees vary with scope and are negotiable.
- Pension Consulting
- Fees are negotiated with the plan sponsor and will not exceed 2% of assets under management.
Joe Kercheville owns 75% or more of Kercheville Advisors. The leadership team of Kercheville Advisors includes President Joe Kercheville. It has 5 employees, 3 of them in advisory roles.
Leadership
Joe KerchevillePresident- Jeffrey DabbsTreasurer, CFO, SR. VP, CCO
- Kimberly WolffSecretary
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Kercheville Advisors LLC
Joe Kercheville
Control person · since August 2013
Kercheville Advisors’ regulatory assets grew 1.7× from $328M (March 2021) to $555M (June 2026); clients rose from 312 to 352 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $555M | 352 | 5 | 5 |
| February 2025 | $466M | 339 | 5 | 3 |
| February 2024 | $395M | 320 | 5 | 3 |
| May 2023 | $348M | 391 | 5 | 3 |
| January 2022 | $391M | 330 | 5 | 3 |
| March 2021 | $328M | 312 | 5 | 3 |
Besides its headquarters, Kercheville Advisors has 4 offices (4 private residences, listed without an address), with 1 listed address in Texas.
Texas · 1 listed address
- 15750 Ih-10 West, San AntonioHQ
Other business names
Kercheville Advisors has reported 1 other business name to the SEC.
- Kercheville Investment Adivisors
Contact and registration details
- Legal name
- Kercheville Advisors LLC
- Headquarters
- 15750 Ih-10 West, San Antonio, TX 78249
- Website
- kercheville.com
- Phone
- 210-694-5000
- SEC file
- 801-92169
- Founded
- 2013
- Structure
- Texas LLC
- Fiscal year end
- December
Kercheville Advisors uses Pershing ($550M) as custodian for its separately managed accounts. Kercheville Advisors does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $550M100%
At year end, Kercheville Advisors’ separately managed accounts were mostly in stocks (57%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $328M across 108 positions; the largest are Nvidia Corporation (6.8%), Amazon Com Inc. (6.6%) and Apple Inc. (6.1%).
What the accounts hold
- Stocks57%
- Funds20%
- Bonds8%
- Cash15%
Reported 13F holdings
- $328M
- Reported 13F value
- 108
- Positions
- 44.7%
- In the 10 largest
- +5.0%
- Value vs. prior quarter
- Nvidia Corporation6.8%
- Amazon Com Inc.6.6%
- Apple Inc.6.1%
- Alphabet Inc. · Cap Stk CL C5.8%
- Agnico Eagle Mines Ltd3.9%
- Costco Wholesale Corporation3.5%
- Sunoco Lp/sunoco Fin Corp. · Com UT Rep LP3.3%
- Advanced Micro Devices Inc.3.0%
- GE Vernova Inc.2.9%
- Alphabet Inc. · Cap Stk CL A2.8%
Together, the ten largest are 44.7% of reported value.
How many clients does Kercheville Advisors have?
Kercheville Advisors has 352 clients and manages $555 million for them, as of June 2026. They include 231 individual clients, 96 high-net-worth individuals, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 June 2026
What services does Kercheville Advisors offer?
Kercheville Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kercheville Advisors charge?
Kercheville Advisors charges 1.00%–2.00% a year for its Portfolio Management Program. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Source: KERCHEVILLE ADVISORS LLC ADV PART 2A, filed 26 June 2026
Which custodians does Kercheville Advisors use?
Kercheville Advisors’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $550M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 June 2026
How many financial advisors does Kercheville Advisors have?
Kercheville Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kercheville Advisors invest in?
At the end of its last fiscal year, Kercheville Advisors’ separately managed accounts held 57% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 15% cash and equivalents and 8% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Kercheville Advisors have a minimum investment?
Yes, Kercheville Advisors’ minimum account size for its Portfolio Management Program is $250K.
Source: KERCHEVILLE ADVISORS LLC ADV PART 2A, filed 26 June 2026
Who owns Kercheville Advisors?
Kercheville Advisors’ direct owner is Joe Kercheville (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 June 2026
How does Kercheville Advisors get paid?
Kercheville Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Kercheville Advisors registered with the SEC?
Yes, Kercheville Advisors has been registered with the SEC as an investment adviser since 17 April 2015. Its CRD number is 169471 and its SEC file number is 801-92169.
Source: Form ADV Part 1A, Item 1, filed 26 June 2026; IAPD firm record
How do I contact Kercheville Advisors?
Kercheville Advisors’ main office is at 15750 Ih-10 West, San Antonio, TX 78249. Its phone number is 210-694-5000. Its website is kercheville.com.