Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
31yrs
Based in San Antonio, Texas, Bryan Abbott is a fiduciary financial advisor with 31 years of industry experience. Bryan has been with S.B. Value Partners since 2017; before that, Bryan spent less than a year at Driver Management and a year at Investment Professionals. S.B. Value Partners offers investment management and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience in San Antonio
Office1903 San Pedro Avenue, San Antonio, TX 78212
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$1.39 million
Advisors at the firm7
States licensed ?1 state
Services through S.B. Value Partners
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsOther 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
- Jul 2023 – Aug 2023Driver Management Company LLCPreviously
- 2017 – nowS.B. Value Partners, L.P.Current firm
- Aug 2016 – Jul 2017Investment Professionals, Inc.Previously
Contact Bryan
(844) 728-2583S.B. Value Partners main office 1903 San Pedro AvenueSan Antonio, TX 78212Office · Get directions X (Twitter) pageS.B. Value Partners
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Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Bryan
How do I contact Bryan?
Call S.B. Value Partners at (844) 728-2583 and ask for Bryan Abbott. Bryan works from the San Antonio, TX office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 1995, about 31 years. Top 12% by experience in San Antonio.
What licenses does Bryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
S.B. Value Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Bryan 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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