David Kerwin
Kerwin Asset Management · Edina, Minnesota
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).
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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 |
| Assets under management | $43.8M across 113 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN, TX · CRD 1415347 |
| Exams passed | Series 63 (2004) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kerwinam.com |
| Profile |
How David's firm compares
- Kerwin Asset Management's average account is about $388,000, from its Form ADV (assets managed divided by 113 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Where this information comes from
- SEC adviser records : 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
- Kerwin Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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