KERCHEVILLE ADVISORS LLC
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 169471
- Registered since
- April 17, 2015
- Website
- www.kercheville.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.85%
- Individuals11.98%
- Corporations / Businesses4.4%
- Charitable Organizations2.11%
- Pension & Profit Sharing Plans1.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Kercheville Advisors LLC is an independent registered investment adviser formed in 2015 and structured as an LLC with individual ownership. The firm works with both individual/family and institutional clients and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Kercheville is not designated as an active ESG investor and does not identify as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents15%
- US Government Bonds8%
Owners & executives
2 of 2JOE KERCHEVILLE
President, CEOCRD 268275
JEFFREY DABBS
Chief Compliance OfficerCRD 2783445
Contacts
2 of 2JOSHUA KERCHEVILLE
Registered Investment AdvisorCRD 5640221
KIMBERLY WOLFF
SecretaryCRD 2727036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$32.9M in ETFs
93%
$30.4M
8%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $11.9M | 129,813 | 36.23% |
Location
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 15750 W Interstate 10
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
TLWM FINANCIAL
RIASAN ANTONIO, TX
327 CAPITAL PARTNERS, LLC
RIASAN ANTONIO, TX
ELDRED ROCK PARTNERS, LLC
RIASAN ANTONIO, TX
WELA FINANCIAL ADVISORY
RIASAN ANTONIO, TX
PAX FINANCIAL GROUP
RIASAN ANTONIO, TX
S HARRIS FINANCIAL GROUP, LLC
RIASAN ANTONIO, TX