# Zevin Asset Management, LLC > Zevin Asset Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026. - CRD: 165269 - Filed as: ZEVIN ASSET MANAGEMENT, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Boston, MA - Filing period: October 2026 - Form ADV filing dated: March 26, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165269 - AdvisorCensus page: https://advisorcensus.com/firm/zevin-asset-management-llc-boston-ma-165269 ## Quick answers **How is Zevin Asset Management, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Zevin Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure. **Where is Zevin Asset Management, LLC located?** Zevin Asset Management, LLC's principal office is in Boston, MA, according to its Form ADV. **Is Zevin Asset Management, LLC registered with the SEC or a state?** Zevin Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165269. **How much does Zevin Asset Management, LLC manage?** Zevin Asset Management, LLC reports $1,020,376,296 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary). **How have Zevin Asset Management, LLC's assets and staff changed since 2021?** In the Form ADV data for Zevin Asset Management, LLC: Regulatory assets under management: $631,776,243 in the October 2021 data and $1,020,376,296 in the October 2026 data, up 62%. Total employees: 10 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Zevin Asset Management, LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (451); other (123); individuals (other than high net worth individuals) (107). **Which custodians does Zevin Asset Management, LLC use?** Zevin Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and US Bank & Trust as custodians holding 10% or more of its separately managed account assets. **Does Zevin 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 SEC record: https://adviserinfo.sec.gov/firm/summary/165269 **What changed in Zevin Asset Management, LLC's recent Form ADV filings?** In the April 2026 filing data: Regulatory assets under management went from $892,943,116 to $1,020,376,296 (+14%). Registered or notice-filed in NJ, VA. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Other ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. - US Bank & Trust Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $1,020,376,296 - Discretionary: $1,016,644,077 - Non-discretionary: $3,732,219 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 107 | $25,412,402 | | High net worth individuals | 451 | $561,761,474 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $5,301,520 | | Charitable organizations | 66 | $376,017,214 | | State or municipal government entities (including government pension plans) | Fewer than 5 | $28,621,382 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 123 | $23,262,304 | ### 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 - Other ### Firm details - Registered since: 2012 (14 years) - Employees: 15 total, 9 performing advisory functions - Wrap fee program participation: Yes - States registered or notice-filed: CA, CO, CT, FL, IL, LA, MA, MD, ME, MN, NH, NJ, NY, OH, PA, TX, VA, VT, WA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - zevin.com - Facebook @zevinassetmanagement - Instagram @zevinassetmgmt - LinkedIn @zevin-asset-management-zam- ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $631,776,243 | 10 | March 24, 2021 | | October 2022 | $782,975,464 | 12 | March 30, 2022 | | October 2023 | $671,504,382 | 12 | March 27, 2023 | | October 2024 | $787,810,030 | 14 | March 26, 2024 | | October 2025 | $892,943,116 | 14 | March 31, 2025 | | October 2026 | $1,020,376,296 | 15 | March 26, 2026 | Regulatory assets under management: $631,776,243 in the October 2021 data and $1,020,376,296 in the October 2026 data, up 62%. Total employees: 10 in October 2021 and 15 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $892,943,116 to $1,020,376,296 (+14%). - Registered or notice-filed in NJ, VA. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zevin Asset Management, LLC (CRD 165269): Form ADV filing data as of October 2026.