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Kercheville Advisors LLC

● SEC registered since 2015CRD 169471SEC# 801-92169San Antonio, TX
Export (members)
Reg. AUM
$465.7M
Employees
5
Accounts
696
Location
San Antonio, TX

Kercheville Advisors LLC assets under management

Kercheville Advisors LLC is a registered investment adviser overseen by the SEC based in San Antonio, TX. The firm has been registered since 2015. It reports $465.7 million in regulatory assets under management and employs 5 people.
www.kercheville.com/kerchevile-advisorsView on SEC.gov ↗

Kercheville Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey Stephen Dabbs ControlTreasurer, Cfo, Sr. Vp, CcoUnder 5%2013
Joe Beaty Kercheville ControlPresidentOver 75%2013
Kimberly Stuart WolffSecretaryUnder 5%2013

Frequently asked questions

How much does Kercheville Advisors LLC manage?

Kercheville Advisors LLC reports $465.7 million in regulatory assets under management on its Form ADV.

How many employees does Kercheville Advisors LLC have?

Kercheville Advisors LLC reports 5 employees.

Where is Kercheville Advisors LLC located?

Kercheville Advisors LLC is based in San Antonio, TX and has been SEC-registered since 2015.

Does Kercheville Advisors LLC disclose fund performance?

Kercheville Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15750 Ih-10 West, San Antonio, TX 78249
Phone210-694-5000
Fax210-561-3317
Office hours8:00a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$420.1M
Non-discretionary$45.6M
Total (RAUM)$465.7M