Kercheville Advisors LLC
● SEC registered since 2015CRD 169471SEC# 801-92169San Antonio, TX
Reg. AUM
$554.7M
Employees
5
Accounts
723
Location
San Antonio, TX
Kercheville Advisors LLC assets under management
Kercheville Advisors LLC is a registered investment adviser overseen by the SEC based in San Antonio, TX. The firm has been registered since 2015. It reports $554.7 million in regulatory assets under management and employs 5 people.
Kercheville Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Stephen Dabbs Control | Treasurer, Cfo, Sr. Vp, Cco | Under 5% | 2013 |
| Joe Beaty Kercheville Control | President | Over 75% | 2013 |
| Kimberly Stuart Wolff | Secretary | Under 5% | 2013 |
Frequently asked questions
How much does Kercheville Advisors LLC manage?
Kercheville Advisors LLC reports $554.7 million in regulatory assets under management on its Form ADV.
How many employees does Kercheville Advisors LLC have?
Kercheville Advisors LLC reports 5 employees.
Where is Kercheville Advisors LLC located?
Kercheville Advisors LLC is based in San Antonio, TX and has been SEC-registered since 2015.
Does Kercheville Advisors LLC disclose fund performance?
Kercheville Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15750 Ih-10 West, San Antonio, TX 78249 |
| Phone | 210-694-5000 |
| Fax | 210-561-3317 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$554.7M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$554.7Mregulatory AUM
Discretionary $546.9MNon-discretionary $7.8M