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KERCHEVILLE ADVISORS LLC

SAN ANTONIO, TX · CRD 169471 · IAPD ↗ · kercheville.com · 210-694-5000

$554.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — KERCHEVILLE ADVISORS LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — KERCHEVILLE ADVISORS LLC crossed $500M in regulatory AUM ($465.7M -> $554.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2024 — KERCHEVILLE ADVISORS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.