KERCHEVILLE ADVISORS LLC
SEC RegisteredGenerational Wealth Management for every age and stage
About the firm
Kercheville Advisors is an independent, family-run business of fee-only fiduciaries with decades of professional experience in financial markets. Since 1967, Joe Kercheville has been guiding clients and their capital through market cycles with disciplined and discerning asset management strategies. In 1984, Joe founded Kercheville & Company, the first securities brokerage in San Antonio with an in-house research department.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers personalized wealth management through Separately Managed Accounts (SMAs), including investments (bonds, common stock, IRAs, brokerage accounts, government securities, variable annuities), financial planning (retirement plans, tax plans, 401(k)/403(b) planning, college plans, estate plans, profit sharing plans), and insurance (disability income, life, and long-term-care insurance).
Who they serve
Individuals, particularly those who are retired or approaching retirement, seeking retirement strategies and long-term wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 231 | $66M |
| High Net Worth Individuals | 96 | $443M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $8.1M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 1 | — |
| Sovereign Wealth Funds | 1 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $250,000 | 2.00% |
| $250,001 - $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.25% |
| Over $1,000,001 | 1.00% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KERCHEVILLE ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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