Kerwin Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,768,691
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
33
3% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
TypicalAverage account size
$1,296,021
About
Kerwin Asset Management is a fee-only, state-registered investment adviser that primarily serves individuals, high-net-worth individuals, and revocable and irrevocable trusts, and also advises a small number of charitable organizations. It provides discretionary investment supervisory services and incidental financial planning, supported by an eMoney platform for secure document storage, account aggregation, and collaborative planning.
The firm constructs risk-profiled portfolios grounded in modern portfolio theory, using a proprietary optimization model that evaluates historical returns and correlations across more than 30 ETF-based asset classes to define broad equity and fixed-income allocations. Portfolios are managed on a discretionary basis within a signed investment policy statement, with routine rebalancing, quarterly written reports, and the option to include mutual funds or individual securities when appropriate.
Kerwin’s brochure emphasizes an ongoing affiliation and formal sub-advisory arrangement with Lakeview Investment Advisors that supports shared technology, joint-client migrations, and a pre-cleared succession/back-up plan for business continuity—an uncommon structure among peers. The firm also documents explicit cybersecurity controls (MFA, DMARC, firewalls), a $500,000 cyber liability policy, and universal provision of the eMoney client tools, features that are relatively distinctive for a firm of its size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Technology and investment operations assistance to my affiliate, lakeview investment advisors
Technology and investment operations assistance to my affiliate, lakeview investment advisors
Expertise
Passive / index investing
Tax-loss harvesting
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001 - $2,000,000: 0.65% annually $2,000,001+: 0.60% annually
Account minimum: $250,000 Fee-only: Fee-only adviser; no commissions or other compensation received.
Main office location
Kerwin Asset Management, LLC
Edina MN, United States
Number of offices
1
Most active in
Kerwin Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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