Kerr Wealth Management

RIASEC & State Registered
Total AUM
$131M
Discretionary
$131M
100% of AUM
Avg account
$145K
Accounts
904
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
277142
Registered since
June 20, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI88.07%
  • Individuals9.63%
  • Corporations / Businesses2.3%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Kerr Wealth Management is an independently operated RIA structured as a corporation and owned by an individual. The firm serves a mix of individual and family clients along with some institutional relationships, combining fee models that include a percentage of assets under management, hourly billing and fixed fees. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also operates as an insurance broker. Kerr Wealth Management is SEC-registered (since 2025) and is not positioned as a capital allocator or an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 30%, Cash & Cash Equivalents 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 234

Active vs passive

$43.4M in ETFs

Passive

78%

$33.6M

Active

16%

$9.7M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$5.6M7,61312.93%

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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