KERCHEVILLE ADVISORS LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	667	$356.1M
Non-Discretionary	35	$38.4M
Total	702	$394.6M

Clients

Type	Number	RAUM
Individuals	226	$66.3M
HNW Individuals	51	$227.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	6	$7.3M
Charitable organizations	<5	$7.4M
State or municipal gov entities	0	$0
Other investment advisers	<5	$993,835
Insurance companies	<5	$78,667
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	31	$85.1M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-92169
SEC ERA File Number	801-92169
SEC CIK Numbers	1890748
SEC CRD Numbers	169471
Legal Entity Identifier	None

Principal Office

15750 IH-10 WEST
SAN ANTONIO
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic