# David Kerwin

> David Kerwin is a fee-only financial advisor at Kerwin Asset Management in Edina, Minnesota, who holds the CFA credential. David charges a percentage of assets (typically works with clients with $250,000 or more).

Page: https://find.wellspent.co/advisors/david-kerwin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kerwin Asset Management
- **Based in:** Edina, Minnesota
- **Fee model:** Percentage of assets
- **Fees (firm's website):** typically works with clients with $250,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $43.8M across 113 accounts
- **Credentials:** CFA
- **CRD:** 1415347 (https://adviserinfo.sec.gov/individual/summary/1415347)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 63 (2004), Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.kerwinam.com

## Frequently asked questions

### Is David Kerwin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Kerwin Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets.

### How much does David charge?

According to Kerwin Asset Management's website, checked October 30, 2026: typically works with clients with $250,000 or more.

### Where is David Kerwin based?

David Kerwin is based in Edina, Minnesota.

### What credentials does David Kerwin hold?

David Kerwin holds the CFA credential.

### Is David Kerwin registered with the SEC?

Yes. David Kerwin is registered as an investment adviser representative in MN and TX (CRD 1415347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kerwin Asset Management manage?

Kerwin Asset Management reports $43.8M across 113 accounts in assets under management.

### How do I contact David Kerwin?

Through David's website, www.kerwinam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1415347): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kerwinam.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.