Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
33yrs
Based in San Antonio, Texas, Steven Ogle is a fiduciary financial advisor with 33 years of industry experience. Steven has been with RBC Capital Markets since 2007. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 10% by experience in San Antonio
Office303 Pearl Parkway Suite 380, San Antonio, TX 78215
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowRBC Capital Markets, LLCCurrent firm
Contact Steven
(212) 858-7000Firm headquarters in New York, NY. Ask for Steven. 303 Pearl Parkway Suite 380San Antonio, TX 78215Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call RBC Capital Markets at (212) 858-7000 and ask for Steven Ogle. Steven works from the San Antonio, TX office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1994, about 33 years. Top 10% by experience in San Antonio.
What licenses does Steven hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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