# Kerwin Asset Management, LLC

> Kerwin Asset Management, LLC is a state-registered investment advisory firm in Edina, MN, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 145906
- Filed as: KERWIN ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145906
- AdvisorCensus page: https://advisorcensus.com/firm/kerwin-asset-management-llc-edina-mn-145906

## Quick answers

**How is Kerwin Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kerwin Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kerwin Asset Management, LLC located?**
Kerwin Asset Management, LLC's principal office is in Edina, MN, according to its Form ADV.

**Is Kerwin Asset Management, LLC registered with the SEC or a state?**
Kerwin Asset Management, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145906.

**How much does Kerwin Asset Management, LLC manage?**
Kerwin Asset Management, LLC reports $43,847,111 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).

**What types of clients does Kerwin Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); charitable organizations (3); high net worth individuals (1).

**Does Kerwin Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145906

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $43,847,111
- Discretionary: $43,847,111
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $36,756,971 |
| High net worth individuals | 1 | $6,011,720 |
| Charitable organizations | 3 | $1,078,420 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kerwinam.com
- lakeviewadvisors.net
- LinkedIn @KERWIN-ASSET-MANAGEMENT-LLC
- LinkedIn @DAVIDKERWIN

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kerwin Asset Management, LLC (CRD 145906): Form ADV filing data as of October 2026.