Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
2yrs
Caleb Smith is a fiduciary financial advisor in San Antonio, Texas, with 2 years in the industry. Caleb joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office18142 Blanco Rd, San Antonio, TX 78232
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment 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.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowMerrillCurrent firm
Contact Caleb
(800) 637-7455Firm headquarters in New York, NY. Ask for Caleb. 18142 Blanco RdSan Antonio, TX 78232Office · Get directions
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Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Caleb
How do I contact Caleb?
Call Merrill at (800) 637-7455 and ask for Caleb Smith. Caleb works from the San Antonio, TX office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Caleb 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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