K
$43.8M Total AUM
$43.8M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FocusElement
- Established Date
- 01-04-2008
- Office Locations
- 1
Office Locations
-- Edina MN
About Kerwin Asset Management, LLC
Kerwin Asset Management is an independent fiduciary providing investment portfolio management and financial planning for individuals, trusts, and endowments. The firm builds diversified, cost-, tax-, and risk-efficient portfolios, typically using public funds and ETFs. Client assets are custodied at Charles Schwab & Co.
Team overview
61 AVG AGE
$21.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
12.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Wave
Client Personas
Harbor meridian
Custodian
Harbor bridge Pathway vital
Investment Themes
Glacier
Investment Vehicles
Fusion Quantum
Platform
Insight momentum
Services
Insight crest Ridge ridge Value Vertex Wave Atlas beacon
Technology
Pioneer summit Catalyst
Owner & Executives
D
DAVID EDWARD KERWIN
Broker, President
- CRD
- #1415347
- Ownership
- 75% or more
(753) 472-5186
optima.focus@radialcapital.com
in linkedin.com/in/summit-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,847,111 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,847,111 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,847,111
Public Funds:
21.4% Equity - Exchange:
30.9% Cash:
47.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,406,087,389 | 21.4% |
| Equity - Exchange | $2,030,285,061 | 30.9% |
| Cash | $3,134,129,366 | 47.7% |
| Total | $6,570,501,816 | 100.0% |