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, owner-operated RIA organized as an LLC. The firm is SEC-registered (registration year 2015) and serves both individual/family and institutional clients. Its advisory offering includes financial planning and discretionary portfolio management for individuals, small businesses and institutions, along with pension consulting services. Compensation is flexible across percentage-of-AUM arrangements, hourly billing and fixed fees. Kercheville reports an affiliation with an insurance company and does not identify as an active ESG investor.
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
3 of 3
Joshua Kercheville
President, CEOCRD 5640221
Joe Kercheville
President, CEOCRD 268275
Jeffrey Dabbs
Chief Compliance OfficerCRD 2783445
Contacts
1 of 1
Kimberly Wolff
SecretaryCRD 2727036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$33.2M in ETFs
93%
$30.7M
7%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $8.8M | 100,530 | 26.62% |
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
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