Overview
Assets Under Management: $466 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 74
Average Client Assets: $4 million
Frequently Asked Questions
KERCHEVILLE ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169471), KERCHEVILLE ADVISORS LLC is subject to fiduciary duty under federal law.
KERCHEVILLE ADVISORS LLC is headquartered in SAN ANTONIO, TX.
KERCHEVILLE ADVISORS LLC serves 74 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, KERCHEVILLE ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KERCHEVILLE ADVISORS LLC manages $466 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, KERCHEVILLE ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.32
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 696
Discretionary Accounts: 662
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 169471
Last Filing Date: 2025-02-24 00:00:00
Website: https://kercheville.com