KERCHEVILLE ADVISORS LLC

15750 Ih-10 West
San Antonio, Texas 78249
Tel: 210-694-5000

About KERCHEVILLE ADVISORS LLC

KERCHEVILLE ADVISORS LLC, formally registered with the SEC as KERCHEVILLE ADVISORS LLC. The firm was established in 04/17/2015. They have over 3 offices throughout the country.

KERCHEVILLE ADVISORS LLC is a San Antonio, Texas based Financial Planning firm with nearly $465,734,390 assets under management, offering retirement planning & investment advisory services to 696 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169471
SEC#	801-92169
Assets Managed by Firm	$465,734,390
No. of Clients	696
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	696	$465,734,390
Individuals (other than high net worth individuals)	227	$64,988,706
High net worth individuals	74	$313,522,772
Pension and profit sharing plans	5	$8,331,970
Charitable organizations	4	$8,714,936
Other investment advisers	1	$1,526,086
Corporations or other businesses	27	$68,567,878

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TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

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