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Kerwin Asset Management
Kerwin Asset Management operates as an independent fiduciary providing investment portfolio management and financial planning for individuals, trusts, and...
Kerwin Asset Management
Kerwin Asset Management operates as an independent fiduciary providing investment portfolio management and financial planning for individuals, trusts, and endowments. With a client-centered focus, it helps clients make smart financial decisions by building and managing diversified portfolios that are cost-efficient, tax-efficient, and risk-efficient.
General information
Firm type
Asset Manager
Year founded
2008
Location
City
Edina
Principals
David E. Kerwin
CFA
Frequently asked questions
What is Kerwin Asset Management's investment strategy?
The firm has not published a stated investment mandate, asset-class focus, or sector preference. Without public filings, portfolio disclosures, or a marketing presence, its investment approach cannot be independently verified.
Is Kerwin Asset Management registered with the SEC or any regulatory body?
A search of the SEC's Investment Adviser Public Disclosure database does not return a matching Form ADV for Kerwin Asset Management, LLC as of mid-2026. This does not conclusively rule out an exempt reporting adviser status or state-level registration, but no filing is publicly accessible.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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