Joe B. Kercheville

KERCHEVILLE ADVISORS LLC

San Antonio, TX 78249

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CRD#: 268275

Professional summary

Joe Beaty Kercheville is a registered financial advisor currently at KERCHEVILLE ADVISORS LLC located in San Antonio, Texas.

Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1967. Joe has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

THE LODGE AT RIVER'S EDGE, IS NOT INVESTMENT RELATED, START DATE: JUNE 2005, HOURS DEVOTED PER MONTH: 5, HOURS DEVOTED PER MONTH DURING TRADING HOURS: 5, DUTIES: OWNER I-10 JUNCTION LTD - NOT INVESTMENT RELATED - 120 CRAVEY RD., BOERNE, TX 78006 - MANAGING PARTNER - 1 HOUR DURING MONTH - 0 HOURS DURING TRADING HOURS - PROPERTY OWNER GUADALUPE RIVERS EDGE LTD - NOT INVESTMENT RELATED - 120 CRAVEY ROAD, BOERNE, TX 78006 - MANAGING PARTNER - 1 HOUR DURING MONTH - O HOURS DURING TRADING HOURS - PROPERTY OWNER JOSHUA CREEK RANCH, IS NOT INVESTMENT RELATED, START DATE: 1990, HOURS DEVOTED PER MONTH: 30, HOURS DEVOTED PER MONTH DURING TRADING HOURS: 5, DUTIES: OWNER AKEA INSURANCE; OWNER; INSURANCE SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Beaty Kercheville's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2014 - Present

KERCHEVILLE ADVISORS LLC

Office #1: 15750 Ih-10 West, San Antonio, TX 78249

RIA

CRD#: 169471

San Antonio, TX

Past

November 27, 1984 - February 19, 2019

KERCHEVILLE & COMPANY, INC.

CRD#: 15871

SAN ANTONIO, TX

Past

November 2, 1984 - January 1, 1985

PERSHING LLC

CRD#: 7560

Past

November 25, 1974 - October 5, 1984

ROTAN MOSLE INC.

CRD#: 727

Past

August 21, 1973 - November 29, 1974

LOEB RHOADES & COMPANY

CRD#: 1000003

Past

February 1, 1971 - November 5, 1973

DOMIK CORP.

CRD#: 223

Past

December 8, 1967 - May 10, 1971

DITTMAR AND COMPANY INC

CRD#: 1000001

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KERCHEVILLE ADVISORS LLC

KERCHEVILLE ADVISORS LLC | KERCHEVILLE INVESTMENT ADIVISORS | KERCHEVILLE ADVISORS, LLC

CRD#: 169471 / SEC#: 801-92169

RIA

Registered Investment Advisory firm - (4/17/2015 Approved)

Texas

Registered Investment Advisory firm - (4/20/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/22/2024)

IAR

Texas
(3/31/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/27/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/30/1979

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 12/6/1967

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/13/1985

General Securities Principal Examination

Current Firm

KERCHEVILLE ADVISORS LLC

KERCHEVILLE ADVISORS LLC | KERCHEVILLE INVESTMENT ADIVISORS | KERCHEVILLE ADVISORS, LLC

CRD#: 169471 / SEC#: 801-92169

RIA

Registered Investment Advisory firm - (4/17/2015 Approved)

Texas

Registered Investment Advisory firm - (4/20/2015 Terminated)

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Contact information

Main Address

15750 Ih-10 West, San Antonio, TX 78249

Mailing Address

Phone number

(210) 694-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KERCHEVILLE ADVISORS LLC ADV PART 2A (2/24/2025)

Regulatory assets under management

Total Number of Accounts	696
AUM (Assets Under Management)	$ 465,734,390

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Joe B. Kercheville

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe Beaty Kercheville's CRS (Customer Relationship Summary).

Certified licenses

Experience

KERCHEVILLE & COMPANY, INC.

PERSHING LLC

ROTAN MOSLE INC.

LOEB RHOADES & COMPANY

DOMIK CORP.

DITTMAR AND COMPANY INC

Primary Firm SEC Registration

KERCHEVILLE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2001

Series 63

Date: 6/30/1979

SIE

Date: 10/1/2018

Series 1

Date: 12/6/1967

Series 24

Date: 2/13/1985

Current Firm

KERCHEVILLE ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KERCHEVILLE ADVISORS LLC

TRUST BUT VERIFY

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