KERR WEALTH MANAGEMENT

Overview

Kerr Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration noted in 2025) and serves both individual/family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting, and the firm also operates as an insurance broker. Fee arrangements are flexible and include a percentage of AUM, hourly charges, and fixed fees. Kerr Wealth Management is not flagged as an active ESG investor in the available data. The firm’s regulatory snapshot lists it as not a multi-state adviser, even though it maintains multiple office locations across different states. Kerr Wealth Management does not position itself as a capital allocator to external managers in the sense of running a multimanagement platform, though it does employ third-party managers for certain alternative exposures (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices