Kercheville Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$509,409,790
Clients
327
Advisors
3
of 5 employees
About
Kercheville Advisors provides discretionary and non‑discretionary portfolio management, financial planning, and pension/retirement plan consulting to a mix of clients that the brochure lists as individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, investment companies and other business entities. The firm describes customized investment processes and standard financial plans that address cash flow, taxes, retirement, estate considerations and ongoing monitoring.
The firm emphasizes an equity stock‑picking approach, preferring individual equities over ETFs and open‑end mutual funds for tax efficiency and to pursue alpha, and employs both fundamental and technical analysis supported by internal due diligence, meetings with company management, and external research subscriptions. Portfolios can be focused or concentrated, and Kercheville states it uses flexible asset allocation, regular monitoring and semiannual (or more frequent) reviews to manage risk.
The brochure discloses that some advisory agents are licensed insurance agents affiliated with AKE Insurance Services, Inc., and that the firm provides retirement plan consulting to employee benefit plans — including arrangements with third‑party administrators — highlighting an active role in insurance implementation and plan consulting that is less common among similar firms. It also notes the firm will advise on “any financial product deemed appropriate,” indicating flexibility to use a broader range of instruments in separately managed accounts, and the brochure includes disclosures about related conflicts (insurance commissions, personal trading) and the firm’s Code of Ethics.
Client services
Expertise
Occupation focus
Fee options
Up to $3,000 fixed fee for financial planning services.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Insurance products commissions for affiliated insurance sales agents, including life, accident, disability, and fixed annuities.
Up to $250 per hour for financial planning and consulting services.
Account minimum: $250,000
Main office
15750 Ih 10 West
San Antonio TX 78249
Advisors at this office
3
Most active in
Colorado · Texas
Also doing business as
Kercheville Advisors LLC · Kercheville Advisors, LLC · Kercheville Investment Adivisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey D
CFA®, Series 63
San Antonio, TX
Kercheville Advisors LLC
Jeffrey Dabbs is a CFA® charterholder with 17 years of industry experience. He has been with Kercheville Advisors LLC since 2013. Outside of his advisory role, he teaches as a professor at the University of Phoenix. Kercheville Advisors offers discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm employs an equity stock-picking approach focused on individual equities and integrates both fundamental and technical analysis with ongoing portfolio monitoring and flexible asset allocation.
Joshua K
CFP®, Series 63, Series 66
San Antonio, TX
Kercheville Advisors LLC
Joshua Kercheville is a CFP® professional with 14 years of industry experience. He is a founding member of Kercheville Advisors LLC, where he has worked since 2014, and previously operated at Kercheville & Company from 2008 to 2019. Outside of his advisory role, he spends some time managing a rental property. Kercheville Advisors provides discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a stock-picking investment approach focused on individual equities for tax efficiency and alpha generation, supported by fundamental and technical analysis, internal due diligence, and ongoing portfolio monitoring.
Joe K
Series 63, Series 65
San Antonio, TX
Kercheville Advisors LLC
Joe Kercheville is a financial advisor with Kercheville Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has worked at Kercheville Advisors since 2014 and previously spent 35 years at Kercheville & Company, Inc. Outside of financial advising, he owns and manages several non-investment related ventures, including The Lodge at River's Edge and Joshua Creek Ranch. Kercheville Advisors provides portfolio management, financial planning, and pension/retirement consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a customized investment process with an equity stock-picking approach that emphasizes tax efficiency and risk management through regular portfolio reviews and flexible asset allocation.
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