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 organized as an LLC and SEC-registered since 2015. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Kercheville does not characterize itself as an active ESG investor and is not listed as a multi-state adviser. It also has an affiliation with an insurance company.
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 16Active vs passive
$30.5M in ETFs
91%
$27.7M
9%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $7.8M | 103,776 | 25.69% |
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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