# Kercheville Advisors

Kercheville Advisors is a Bank / Wealth / Trust based in San Antonio, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** San Antonio, TX, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** www.kercheville.com
- **LinkedIn:** https://www.linkedin.com/company/kercheville-&-company

## Regulatory record

- **CRD number:** 169471
- **SEC file number:** 801-92169
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169471

## About

Kercheville Advisors is an SEC-registered investment adviser in San Antonio, TX, registered since 2015. The firm manages $555 million in assets, $547 million on a discretionary basis. It has 5 employees, 3 investment advisers.

## Questions

### Does Kercheville Advisors invest directly in private companies?

The firm does not advertise direct private company investments. Published materials indicate that client portfolios are built from traditional asset classes—public equities, fixed income, and balanced strategies—rather than from direct venture capital, growth equity, or real estate equity positions.

### What geographic region does Kercheville Advisors serve?

The firm is headquartered in San Antonio and the advisory practice concentrates on clients in South and Central Texas. No information is available on operations outside that region.

### Does Kercheville Advisors participate as a co-investor alongside private equity GPs?

There is no public evidence of the firm conducting direct co-investment activity alongside external GPs. Its registered profile aligns with a fiduciary wealth manager directing client accounts into marketable securities rather than participating in private-fund side vehicles.

### Who runs Kercheville Advisors?

The firm's leadership is not publicly detailed. Regulatory filings identify Kercheville Advisors as a corporate entity organized in Texas with multiple associated individuals holding relevant securities licenses.

## Related profiles

- [KerberRose Wealth Management](https://altss.com/profile/kerberrose-wealth-management)
- [Kering](https://altss.com/profile/kering)

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Last updated: 2026-06-03T20:00:00.000Z

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