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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KERCHEVILLE ADVISORS LLC

CRD 169471

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:79e1b3c7-7804-3692-129b-0a62319a4dbf

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 7, 2015 to Jun 26, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $555MItem 5.F on the latest filing (2026-06-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $547M
Private client RAUM: $509MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $185Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 723
Individual clients: 231
High net worth clients: 96
SEC number: 801-92169
CRD: 169471
Filings on the tape: 20
First filed: Apr 7, 2015
Latest filed: Jun 26, 2026
Organised: Limited Liability Company, TX
Website: kercheville.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY STEPHEN DABBS	Chartered Financial Analyst	SAN ANTONIO, TX	12	30	3	no
JOSHUA KERCHEVILLE	Certified Financial Planner	SAN ANTONIO, TX	12	18	n/a	no
JOE BEATY KERCHEVILLE	n/a	SAN ANTONIO, TX	12	47	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DABBS, JEFFREY, STEPHEN	TREASURER, CFO, SR. VP, CCO	Na	yes	08/2013	Apr 7, 2015	Feb 21, 2024
KERCHEVILLE, JOE, BEATY	President	E	yes	08/2013	Apr 7, 2015	Feb 21, 2024
WOLFF, KIMBERLY, STUART	Secretary	Na	no	08/2013	Apr 7, 2015	Feb 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AKEA INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$555M	$547M	5	3	2	n/a	n/a
2024	Feb 24, 2025	$466M	$420M	5	3	2	n/a	n/a
2023	Feb 21, 2024	$395M	$356M	5	3	2	n/a	n/a
2022	Feb 15, 2023	$348M	$340M	5	3	2	n/a	n/a
2021	Jan 27, 2022	$391M	$382M	5	3	2	n/a	n/a
2020	Mar 5, 2021	$328M	$323M	5	3	2	n/a	n/a
2019	Mar 25, 2020	$294M	$294M	7	3	2	n/a	n/a
2018	Mar 11, 2019	$269M	$262M	7	3	2	n/a	n/a
2017	Mar 26, 2018	$181M	$179M	4	4	2	n/a	n/a
2016	Mar 29, 2017	$132M	$132M	4	4	n/a	n/a	n/a
2015	Mar 16, 2016	$117M	$117M	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$555M	$466M	19.1%	$348M	16.8%	5	5	4	2

Relationships

Registered with (4)

← JOE BEATY KERCHEVILLEAdvisorregistration: current employment
Mar 31, 2014 to presentfactForm ADV
← JOSHUA KERCHEVILLEAdvisorregistration: current employment
Mar 26, 2014 to presentfactForm ADV
← JEFFREY STEPHEN DABBSAdvisorregistration: current employment
Feb 3, 2014 to presentfactForm ADV
← BRAD A DOBSONAdvisorregistration: previous registration
Feb 4, 2014 to Jul 19, 2018factForm ADV

Controls (2)

← KERCHEVILLE, JOE, BEATYOwnerPRESIDENT, ownership code E, individual
Apr 7, 2015 to Feb 21, 2024factForm ADV
← DABBS, JEFFREY, STEPHENOwnerTREASURER, CFO, SR. VP, CCO, ownership code NA, individual
Apr 7, 2015 to Feb 21, 2024factForm ADV

Owns (1)

← WOLFF, KIMBERLY, STUARTOwnerSECRETARY, ownership code NA, individual
Apr 7, 2015 to Feb 21, 2024factForm ADV

Dated events

Occurred
Apr 7, 2015
First Form ADV filing
Kercheville Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79e1b3c7-7804-3692-129b-0a62319a4dbf
First observed: Apr 7, 2015
Last observed: Jun 26, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KERCHEVILLE ADVISORS LLC

CRD 169471

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:79e1b3c7-7804-3692-129b-0a62319a4dbf

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY STEPHEN DABBS

Chartered Financial Analyst

SAN ANTONIO, TX

JOSHUA KERCHEVILLE

Certified Financial Planner

SAN ANTONIO, TX

n/a

JOE BEATY KERCHEVILLE

n/a

SAN ANTONIO, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DABBS, JEFFREY, STEPHEN

TREASURER, CFO, SR. VP, CCO

yes

08/2013

Apr 7, 2015

Feb 21, 2024

KERCHEVILLE, JOE, BEATY

President

yes

08/2013

Apr 7, 2015

Feb 21, 2024

WOLFF, KIMBERLY, STUART

Secretary

08/2013

Apr 7, 2015

Feb 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AKEA INSURANCE COMPANY

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$555M

$547M

n/a

2024

Feb 24, 2025

$466M

$420M

n/a

2023

Feb 21, 2024

$395M

$356M

n/a

2022

Feb 15, 2023

$348M

$340M

n/a

2021

Jan 27, 2022

$391M

$382M

n/a

2020

Mar 5, 2021

$328M

$323M

n/a

2019

Mar 25, 2020

$294M

n/a

2018

Mar 11, 2019

$269M

$262M

n/a

2017

Mar 26, 2018

$181M

$179M

n/a

2016

Mar 29, 2017

$132M

n/a

2015

Mar 16, 2016

$117M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$555M

$466M

19.1%

$348M

16.8%