Broker Check

As an independent, family-run business, our bottom line is our clients' success.


Experience, Integrity, Transparency


Since 1967, Joe Kercheville has been guiding clients and their capital through market cycles with disciplined and discerning asset management strategies.

In 1984 Joe founded Kercheville & Company--the first securities brokerage in San Antonio with an in-house research department.  Today, as fee-only fiduciaries, we approach wealth management with the same level of diligence and dedication.

The greatest money-making opportunities come from diligent research and discerning judgement backed by decades of professional market experience.


We work for you, not Wall Street.


We don't push proprietary financial "products."  We prefer to invest directly in the innovative and disruptive companies that will shape the world our heirs inherit.  Our strength lies in our team-based approach and ability to discover, research and capitalize on under-appreciated investments.

We conduct thorough analysis, vet our conviction, and invest accordingly. All this, while monitoring financial markets and emerging trends to discover valuable investment opportunities in dynamic markets, industries, economies, and cultures.

Our Mission

Long-term investments in a portfolio you are proud to own.

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