Kercheville Advisors Llc
- Regulatory AUM
- $555M
- Discretionary
- $547M
- Clients
- 352
- Avg AUM / client
- $1.6M
- Accounts
- 723
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 231 | $66.5M | 12.0% |
| High net worth individuals | 96 | $443M | 79.8% |
| Pension and profit sharing plans | 5 | $8.1M | 1.46% |
| Charitable organizations | 5 | $11.7M | 2.11% |
| Other investment advisers | 1 | $992K | 0.18% |
| Insurance companies | 1 | $84.6K | 0.02% |
| Corporations and other businesses | 13 | $24.4M | 4.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Stephen Dabbs | Treasurer, Cfo, Sr. Vp, Cco | CFA | Aug 2013 (13y) | Less than 5% |
| Joe Beaty Kercheville | President | Aug 2013 (13y) | 75% or more | |
| Wolff, Kimberly, Stuart | Secretary | Aug 2013 (13y) | Less than 5% | |
| Joshua Kercheville | Registered representative | CFP | Mar 2014 (12y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Pershing $550M (99% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗