SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Zevin Asset Management, LLC
Boston, MA
CRD 165269
Firm filing updated March 26, 2026 ·
- $1BAssets
- 9Advisory staff
- 769Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- OtherYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals451
- Individuals107
- Charities66
- Pension and profit sharing plans21
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 107 | $25.4 million |
| High net worth individuals | 451 | $561.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $5.3 million |
| Charitable organizations | 66 | $376.0 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $28.6 million |
| Other: "THIRD-PARTY MANAGER/PLATFORM ASSETS" | 123 | $23.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "ADVISORY SERVICES TO EMPLOYEE TRUSTEES."
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "ADVISORY SERVICES TO EMPLOYEE TRUSTEES."
Assets and accounts
- Regulatory assets$1.0 billion
- Accounts769
- Discretionary$1.0 billion · 767 accounts
- Non-discretionary$3.7 million · 2 accounts
People
- Employees15
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 165269, SEC file 801-77093.
- Registered with the SEC as an investment advisor (status date on record: September 11, 2012).
Is Zevin Asset Management, LLC a fiduciary?
Short answer: Zevin Asset Management, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.