CRD: 169471
Kercheville Advisors LLC
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- AlphaOak
- Established Date
- 08-01-2013
- Office Locations
- 1
Office Locations
About Kercheville Advisors LLC
Kercheville Advisors LLC is a fee-only, fiduciary RIA providing personalized wealth management and financial planning aimed at building generational wealth across life stages. The team uses research-driven, tax-efficient portfolio construction delivered via a transparent online platform, primarily through separately managed accounts aligned to clients’ long-term goals and values. Custody is supported through Pershing.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
JOE BEATY KERCHEVILLE
Operations Manager, President
- CRD
- #268275
- Ownership
- 75% or more
JEFFREY STEPHEN DABBS
Chief Compliance Officer, Chief Financial Officer, Senior Vice President, TREASURER
- CRD
- #2783445
- Ownership
- Less than 5%
Frontier capital
Zenith glacier oak
- CRD
- #76202
- Ownership
- 41.0%
Showing 2 of 3 owners & executives
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JOSHUA KERCHEVILLE
Investment Advisor Representative
- CRD
- #5640221
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $546,884,846 | $783,503 |
| Non-Discretionary | $7,848,964 | $313,959 |
| Total | $554,733,810 | $767,267 |
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Separately Managed Accounts
Total SMA Asset: $554,733,810
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $701,373,149 | 23.2% |
| Public Funds | $465,566,659 | 15.4% |
| Cash | $734,627,910 | 24.3% |
| U.S. Government/Agency | $1,121,592,405 | 37.1% |
| Total | $3,023,160,123 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH CATALYST | HARBOR SIGNAL | HK53BU78L | SXVNW | 12.11% | $19,187,657 |
| TIMBER OAK | OPTIMA GLACIER | 591DIPYVI | GDMZJ | 12.17% | $50,517,240 |
| NORTH EMBER | NORTH ZENITH | KMMZDZ534 | QZYQQ | 9.17% | $107,954,526 |
| FOUNDATION BEACON | MATRIX PEAK | NC5U18LVY | BSP | 4.54% | $22,545,934 |
| BRIDGE TIMBER INSIGHT | INSIGHT HORIZON | KAKW9PSZ6 | RMEY | 4.87% | $75,399,870 |
| ATLAS EMBER VECTOR | QUANTUM CREST | XEMRXU6LT | XUF | 6.31% | $117,869,989 |
| GLACIER ZENITH VITAL | VERTEX PRIME | F1OJ9K9JP | CHSNC | 7.62% | $30,340,276 |
| FOUNDATION FOCUS NORTH | HARBOR CATALYST | 77NRTPYEM | TODW | 5.99% | $37,723,143 |