Kercheville Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 2, 2026, reports $555M in regulatory assets under management, 5 employees, 2 offices, and 723 accounts.
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
231
2
HNWI
27.3%
96
3
Corporations
3.7%
13
4
Pension Plans
1.4%
5
5
Charitable
1.4%
5
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$555Mas of March 2, 2026
Discretionary98.6%
$547M
99% of total RAUM98.6%
Non-discretionary1.4%
$8M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$555M
Total Accounts723
10Y AUM Change+$423M (+319.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee70:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.