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KERCHEVILLE ADVISORS LLC
CRD 169471File 801-92169
APPROVED
Retail clients
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$554.7M
Above cohort median (national)
Discretionary AUM
$546.9M
Non-discretionary $7.8M
Clients
352
723 accounts
Employees
5
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 17, 2015
- Principal office
- 15750 IH-10 WEST, SAN ANTONIO, TX, 78249
- Phone
- 210-694-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $554.7M
- Discretionary AUM
- $546.9M
- Non-discretionary AUM
- $7.8M
- Discretionary accounts
- 698
- Non-discretionary accounts
- 25
- Total accounts
- 723
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $24.4M |
| Insurance companies | Fewer than 5 | $85K |
| Charitable organizations | 5 | $11.7M |
| Other investment advisers | Fewer than 5 | $992K |
| High net worth individuals | 96 | $442.9M |
| Pension and profit sharing plans | 5 | $8.1M |
| Individuals (other than high net worth individuals) | 231 | $66.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.