Investment adviser · CRD 169471
KERCHEVILLE ADVISORS LLC
Investment adviser filing (IA)
SAN ANTONIO, TX, United States · Form ADV filed Jun 26, 2026
- Regulatory AUM
- $555M Form ADV · Item 5.F
- Client accounts
- 723 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 96 | $442,930,366 | 79.8% |
| Individuals | 231 | $66,479,424 | 12.0% |
| Corporations & businesses | 13 | $24,428,467 | 4.4% |
| Charities | 5 | $11,707,986 | 2.1% |
| Retirement plans | 5 | $8,110,445 | 1.5% |
| Other investment advisers | Fewer than 5 | $992,480 | 0.2% |
| Insurance companies | Fewer than 5 | $84,642 | 0.0% |
Filing source
Form ADV 2113096 · Jun 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
15750 IH-10 WESTSAN ANTONIO, TX, 78249, United States
CRD 169471
Filing source
Form ADV 2113096 · Jun 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.