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KERCHEVILLE ADVISORS LLC
CRD 169471 · SEC 801-92169
15750 IH-10 WEST, SAN ANTONIO, TX, 78249, United States
Phone
210-694-5000
Fax
210-561-3317
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$554.7M
Discretionary AUM
$546.9M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $66.5M |
| High net worth individuals | 96 | $442.9M |
| Pension/profit sharing plans | 5 | $8.1M |
| Charitable organizations | 5 | $11.7M |
| Other investment advisers | 1 | $992K |
| Insurance companies | 1 | $85K |
| Corporations/business entities | 13 | $24.4M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD