RIA Intel›Advisers›Minnesota›KERWIN ASSET MANAGEMENT, LLC

KERWIN ASSET MANAGEMENT, LLC

Advisory

Data as of Jul 8, 2026 · Source: SEC Form ADV

Rank in MN

#498

of 511 advisers by AUM

Average account

$388K

across 113 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM

$44M

Discretionary %

100%

Clients

36

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

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-9.0% 1Y

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$44M

-0.6% 1Y

ALPHACOPIA INVESTMENTS LLC

$44M

CRANE CAPITAL MANAGEMENT LLC

SPRING PARK, MN

$43M

FORTRESS INVESTMENT SERVICES, LTD

$45M

KLANE WEALTH MANAGEMENT,LLC

ST. PAUL, MN

$45M

+1.5% 1Y

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