Kercheville Advisors LLC
Registered investment adviser · San Antonio, TX · CRD #169471
Form ADV data as of 2026-09-01Regulatory assets
$554.7 million
Total accounts
723
Employees
5
Disclosure events
0
Firm details
- Website: http://www.kercheville.com/kerchevile-advisors/
- Telephone: 210-694-5000
- SEC file number: 801-92169
- Most recent Form ADV filing: 2026-06-26
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $546.9 million |
| Non-discretionary regulatory assets under management | $7.8 million |
| Total regulatory assets under management | $554.7 million |
| Discretionary accounts | 698 |
| Non-discretionary accounts | 25 |
| Total accounts | 723 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 5 |
| Employees performing investment advisory functions (including research) | 3 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 3 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 1 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Brokers or dealers recommended under 8.E. are related persons
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 231 | $66.5 million |
| High net worth individuals | 96 | $442.9 million |
| Pension and profit sharing plans (not the participants or government plans) | 5 | $8.1 million |
| Charitable organizations | 5 | $11.7 million |
| Other investment advisers | 1 | $992,480 |
| Insurance companies | 1 | $84,642 |
| Corporations or other businesses not listed above | 13 | $24.4 million |