# Kerwin Asset Management

Kerwin Asset Management is an Asset Manager based in Edina.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Edina
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** kerwinam.com
- **LinkedIn:** https://www.linkedin.com/company/davidkerwin

## Regulatory record

- **CRD number:** 145906
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-04T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145906

## About

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.

## People

- David E. Kerwin — CFA

## 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.

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Last updated: 2026-08-11T15:07:12.582Z

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