KERUSSO CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2024

Total AUM

$222M

Discretionary

$222M

100% of AUM

Avg account

$10.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WINSTON SALEM, North Carolina
CRD number: 316352
Registered since: December 23, 2024
Custodians: STATE STREET BANK AND TRUST COMPANY, FIRST HORIZON ADVISORS, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government69.45%
Pooled Investment Vehicles22.81%
Charitable Organizations5.34%
Individuals2.41%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kerusso Capital Management, LLC is an SEC-registered investment adviser (registration year 2024) organized as an LLC. The firm manages portfolios for both high-net-worth individuals and families as well as institutional and business clients, focusing on discretionary portfolio management. Its compensation model combines a percentage-of-assets fee with performance-based fees. The firm identifies as an active ESG investor and provides portfolio management services to individuals/small businesses and to businesses or institutions.