ZEVIN ASSET MANAGEMENT, LLC

CRD

165269

SEC file #

801-77093

EIN

460454087

DBA names

—

Economics

AUM

$1.02B

AUM band

$1B+

AUM trajectory

'20 · $451.9M

'21 · $526.2M

'22 · $631.8M

'23 · $783.0M

'25 · $892.9M

'26 · $1.02B

'20'26

$451.9M → $1.02B▲ +126%

sec adv history

Client mix

Individuals High Net Worth	451
Other	123
Individuals Other	107
Charitable Organizations	66
Pension Profit Sharing Plans	21

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 5 advisors

'22 · 6 advisors

'23 · 6 advisors

'25 · 9 advisors

'26 · 9 advisors

'20'26

5 advisors → 9 advisors▲ +80%

sec adv history

Primary office

BOSTON MA

Branches

—

Custodian & Brokerage

Primary custodian

Goldman Sachslow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services

Fee basis

% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing

03/26/2026

ADV-W filed at

—

Website

zevin.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KELLEY, JENNIFER, LYNNE

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

KELLEY, JENNIFER, LYNNE

DRAY, STEVEN, ANDREW

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ZEVIN.COM

Rdap Domain Creation Date

2008-10-02T19:45:11Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001384042

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2008-02-12

Edgar Last Filing Date

2026-05-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-14

Accession0001062993-26-002606

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Goldman Sachs	12
Charles Schwab	6
Pershing	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103

Business

401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103

Edgar EIN

460454087

Edgar Recent Filings

13F-HR2026-05-14 · 0001062993-26-002606

13F-HR2026-02-11 · 0001062993-26-000798

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-02T19:45:11Z

Rdap Domain Last Changed

2025-09-03T06:31:01Z

Rdap Nameservers

Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

6011190

Trust Company Affiliate