|
⚲
|
| Keyboard |
| Kercheville Advisors LLC
✚
|
|
|---|---|
| CRD # | 169471 |
| SEC # | 801-92169 |
| CIK # | 0001890748 |
| AUM | 554.7 M (2026-06-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 210-694-5000 |
| Address | 15750 Ih10 West San Antonio, TX 78249 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001890748 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Agnico Eagle Mines Ltd | 21.0 | ||
| Nvidia Corp | 19.9 | ||
| Amazon Com Inc | 19.0 | ||
| Apple Inc | 17.8 | ||
| Alphabet Inc | 15.6 | ||
| Costco Wholesale Corp /NEW | 12.4 | ||
| Facebook Inc | 10.0 | ||
| Susser Petroleum Partners LP | 10.0 | ||
| Netflix Inc | 8.1 | ||
| Wal Mart Stores Inc | 7.9 | ||
| Alphabet Inc | 7.8 | ||
| MPLX LP | 7.7 | ||
| GE Vernova Inc | 6.7 | ||
| Celsius Holdings Inc | 6.3 | ||
| Tesla Motors Inc | 5.9 | ||
| Microsoft Corp | 5.5 | ||
| Nantkwest Inc | 4.9 | ||
| Cameco Corp | 4.7 | ||
| Bloom Energy Corp | 4.3 | ||
| Micron Technology Inc | 4.2 | ||
| Advanced Micro Devices Inc | 3.7 | ||
| Palantir Technologies Inc | 3.6 | ||
| Enterprise Products Partners L P | 3.5 | ||
| Alamos Gold Inc | 3.4 | ||
| Southwest Airlines Co | 3.4 | ||
| SPDR Gold Trust | 3.3 | ||
| Blackstone Group LP | 3.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 66.5 |
| (b) Individuals (high net worth individuals) | 96 | 442.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 8.1 |
| (h) Charitable organizations | 5 | 11.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 1.0 |
| (k) Insurance companies | 1 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 24.4 |
| (n) Other | 0 | 0.0 |
| Total | 723 | 554.7 |
| By Discretionary | ||
| Discretionary | 698 | 546.9 |
| Non-Discretionary | 25 | 7.8 |
| Total | 723 | 554.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 554.7 | |
| Total | 723 | 554.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001890748] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Consilio Wealth Advisors LLC
✚
|
WA | 555.8 M |
|
Kooman & Associates
✚
|
PA | 555.6 M |
|
Bigelow Investment Advisors LLC
✚
|
ME | 555.2 M |
|
Digital Wealth Partners LLC
✚
|
TX | 555.1 M |
|
O'Rourke & Company Incorporated
✚
|
MA | 555.1 M |
|
Premier Wealth Advisors LLC
✚
|
NY | 555.1 M |
|
Kimery Wealth Management LLC
✚
|
TN | 555.0 M |
|
Sarasin Asset Management Limited
✚
|
555.0 M | |
|
Prairie Advisory LLC
✚
|
KS | 554.3 M |
|
Total Management Group Inc
✚
|
NY | 553.9 M |