Kercheville Advisors LLC

Kercheville Advisors LLC (CRD# 169471) is a financial advisory firm headquartered in San Antonio, TX. They manage $116,860,611 in 161 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $725,842
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Kercheville Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey S. Dabbs
CRD#: 2783445
15750 Ih-10 West, San Antonio, TX 78249
96
Wealthminder
score

Jeffrey Dabbs (CRD# 2783445) is an Investment Advisor Representative working at Kercheville Advisors LLC in San Antonio, TX and has over 20 years of experience in the finance industry.

2
Brad A. Dobson
CRD#: 5735900
15750 Ih-10 West, San Antonio, TX 78249
93
Wealthminder
score

Brad Dobson (CRD# 5735900) is an Investment Advisor Representative working at Kercheville Advisors LLC in San Antonio, TX and has over 6 years of experience in the finance industry.

3
Joshua Kercheville
CRD#: 5640221
15750 Ih-10 West, San Antonio, TX 78249
93
Wealthminder
score

Joshua Kercheville (CRD# 5640221) is an Investment Advisor Representative working at Kercheville Advisors LLC in San Antonio, TX and has over 7 years of experience in the finance industry.

4
Joe B. Kercheville
CRD#: 268275
15750 Ih-10 West, San Antonio, TX 78249
53
Wealthminder
score

Joe Kercheville (CRD# 268275) is an Investment Advisor Representative working at Kercheville Advisors LLC in San Antonio, TX and has over 37 years of experience in the finance industry.

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