Kercheville Advisors LLC
Kercheville Advisors LLC is an SEC-registered wealth manager in San Antonio, TX with $554.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Kercheville Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169471, SEC 801-92169, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $554.7M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- San Antonio, TX
- Employees
- 5
- Clients
- 350
- CRD
- 169471
- Ownership
- DABBS, JEFFREY, STEPHEN; WOLFF, KIMBERLY, STUART; KERCHEVILLE, JOE, BEATY; DOBSON, BRAD, A
How much AUM does Kercheville Advisors LLC have?
Kercheville Advisors LLC reported $554.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Kercheville Advisors LLC?
Disclosed owners and executives of Kercheville Advisors LLC include DABBS, JEFFREY, STEPHEN, WOLFF, KIMBERLY, STUART, KERCHEVILLE, JOE, BEATY, DOBSON, BRAD, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.