Data / Investment advisers / Texas / Kercheville Advisors LLC
Kercheville Advisors LLC, San Antonio, TX: $555 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kercheville Advisors LLC is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $555 million in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Kercheville Advisors LLC (CRD number 169471): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 169471
- SEC file number
- 801-92169
- SEC status
- Approved, effective April 17, 2015
- Main office
- 15750 Ih-10 West, San Antonio, TX 78249
- Phone
- (210) 694-5000
- Website
- kercheville.com
- Regulatory AUM
- $554,733,810 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $546,884,846
- Non discretionary AUM
- $7,848,964
- Accounts
- 723
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 96 | $442.9 million |
| Individuals (other than high net worth individuals) | 231 | $66.5 million |
| Corporations or other businesses | 13 | $24.4 million |
| Charitable organizations | 5 | $11.7 million |
| Pension and profit sharing plans | 5 | $8.1 million |
| Other investment advisers | 1 | $992,480 |
| Insurance companies | 1 | $84,642 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $554.7 million | March 2, 2026 |
| December 1, 2025 | $465.7 million | February 24, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pax Financial Group | San Antonio | $747.1 million | Not listed | adviserinfo.sec.gov |
| Wela Financial Advisory | San Antonio | $657.1 million | Not listed | adviserinfo.sec.gov |
| Eldred Rock Partners, LLC | San Antonio | $644.1 million | 1 | adviserinfo.sec.gov |
| TLWM Financial | San Antonio | $605.4 million | Not listed | adviserinfo.sec.gov |
| SWBC Investment Company | San Antonio | $594.4 million | 1 | adviserinfo.sec.gov |
| 327 Capital Partners, LLC | San Antonio | $505.5 million | 8 | adviserinfo.sec.gov |
| S Harris Financial Group, LLC | San Antonio | $404.4 million | Not listed | adviserinfo.sec.gov |
| Secure Financial Management | San Antonio | $399.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Kercheville Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.