DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
K••••••••• A••••••• L••
Latest filing Jun 26, 2026
First filing on the tape Apr 7, 2015 · 20 filings
SEC status approved since Apr 17, 2015
RAUM
$555M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
92%
$509M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$185M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$555M as of Jun 26, 2026
Mar 16, 2016$117M then
HNW client RAUM$443M as of Jun 26, 2026
Mar 26, 2018$123M then
State-registered IARs (5.B.3)3 as of Jun 26, 2026
Mar 16, 20164 then
Employees (5.A)5 as of Jun 26, 2026
Mar 16, 20164 then
Private funds: no history
RAUM +19% over the last fiscal year+17% a year over threeIARs 3 to 3offices 2 to 4
Practice profile
derived from the filing of Jun 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $185MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 109derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.6MderivedHNW RAUM over HNW clients
- Average account
- $767,267derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 3.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 0.6derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.6%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$443M80%
- Individuals$66.5M12%
- Corporations and businesses$24.4M4.4%
- Charitable organizations$11.7M2.1%
- Pension and profit-sharing plans$8.1M1.5%
- Other investment advisers$992,4800.2%
- Insurance companies$84,6420.0%
- Individual clients
- 231reported
- HNW clients
- 96reported
- Pension plan clients
- 5reported
- Charitable clients
- 5reported
- Accounts
- 723reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••••• S•••••• D••••Chartered Financial Analyst | San Antonio, Tx | Feb 3, 2014 | 30 y | 3 |
| J••••• K•••••••••Certified Financial Planner | San Antonio, Tx | Mar 26, 2014 | 18 y | 0 |
| J•• B•••• K••••••••• | San Antonio, Tx | Mar 31, 2014 | 47 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- B••• A• D••••• to B••• I•••••Jul 19, 2018 · RIA to a newly registered adviser
Joined, latest
- J•••••• S•••••• D•••• from O•• M••• C••••••• L••Feb 3, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D••••• J••••••• S•••••• · Treasurer, Cfo, Sr. Vp, Ccocontrolsince 08/2013 · owns less than 5%
- K••••••••• J••• B•••• · Presidentcontrolsince 08/2013 · owns 75% or more
- W••••• K•••••••• S••••• · Secretarysince 08/2013 · owns less than 5%
Related persons
Schedule D 7.A
- A••• I•••••••• C••••••real estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Antonio, Tx · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Other offices · 2 to 4Mar 2, 2026 to Jun 26, 2026
- Accounts · 696 to 723Feb 24, 2025 to Mar 2, 2026
- Charity clients · 4 to 5Feb 24, 2025 to Mar 2, 2026
- Corporate clients · 27 to 13Feb 24, 2025 to Mar 2, 2026
- HNW clients · 74 to 96Feb 24, 2025 to Mar 2, 2026
- Individual clients · 227 to 231Feb 24, 2025 to Mar 2, 2026
- Discretionary RAUM · $420M to $547MFeb 24, 2025 to Mar 2, 2026
- HNW RAUM · $314M to $443MFeb 24, 2025 to Mar 2, 2026
- Individual RAUM · $65.0M to $66.5MFeb 24, 2025 to Mar 2, 2026
- Non-discretionary RAUM · $45.6M to $7.8MFeb 24, 2025 to Mar 2, 2026
- Pension RAUM · $8.3M to $8.1MFeb 24, 2025 to Mar 2, 2026
- RAUM · $466M to $555MFeb 24, 2025 to Mar 2, 2026
- Accounts · 702 to 696Feb 21, 2024 to Feb 24, 2025
- Corporate clients · 31 to 27Feb 21, 2024 to Feb 24, 2025
- HNW clients · 51 to 74Feb 21, 2024 to Feb 24, 2025
- Individual clients · 226 to 227Feb 21, 2024 to Feb 24, 2025
- Pension plan clients · 6 to 5Feb 21, 2024 to Feb 24, 2025
- Financial planning clients · 1-10 to 0Feb 21, 2024 to Feb 24, 2025
- Discretionary RAUM · $356M to $420MFeb 21, 2024 to Feb 24, 2025
- HNW RAUM · $227M to $314MFeb 21, 2024 to Feb 24, 2025
- Individual RAUM · $66.3M to $65.0MFeb 21, 2024 to Feb 24, 2025
- Non-discretionary RAUM · $38.4M to $45.6MFeb 21, 2024 to Feb 24, 2025
- Pension RAUM · $7.3M to $8.3MFeb 21, 2024 to Feb 24, 2025
- RAUM · $395M to $466MFeb 21, 2024 to Feb 24, 2025
- Accounts · 556 to 702May 11, 2023 to Feb 21, 2024
- Corporate clients · 32 to 31May 11, 2023 to Feb 21, 2024
- HNW clients · 103 to 51May 11, 2023 to Feb 21, 2024
- Individual clients · 244 to 226May 11, 2023 to Feb 21, 2024
- Pension plan clients · 7 to 6May 11, 2023 to Feb 21, 2024
- Discretionary RAUM · $340M to $356MMay 11, 2023 to Feb 21, 2024
- HNW RAUM · $191M to $227MMay 11, 2023 to Feb 21, 2024
- Individual RAUM · $70.5M to $66.3MMay 11, 2023 to Feb 21, 2024
- Non-discretionary RAUM · $8.1M to $38.4MMay 11, 2023 to Feb 21, 2024
- Pension RAUM · $6.9M to $7.3MMay 11, 2023 to Feb 21, 2024
- RAUM · $348M to $395MMay 11, 2023 to Feb 21, 2024
- Accounts · 660 to 556Jan 27, 2022 to Feb 15, 2023
- Corporate clients · 98 to 32Jan 27, 2022 to Feb 15, 2023
- HNW clients · 72 to 103Jan 27, 2022 to Feb 15, 2023
- Individual clients · 149 to 244Jan 27, 2022 to Feb 15, 2023
- Pension plan clients · 6 to 7Jan 27, 2022 to Feb 15, 2023
Signals
1 dated events
- K••••••••• A••••••• L•• filed its initial SEC registration (Form ADV)Apr 7, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- k•••••@k•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 210-561-3317reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 210-694-5000reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 800-346-8013reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- K•••••••••.COM/KERCHEVILE-ADVISORSreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 210-694-5000reportedpublic record, Form ADV, Jun 26, 2026
- Contact form
- k•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $185Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026