Kerusso Capital Management, LLC

RIASEC Registered

Total AUM

$222M

Discretionary

$222M

100% of AUM

Avg account

$10.1M

Accounts

22

Employees

3

Advisory reps

3

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 organized as an LLC and operates as an institutional registered investment adviser. The firm registered with the SEC in 2024. Its client base includes both individuals and families as well as institutional clients; advisory services emphasize portfolio management for individuals, small businesses, and institutions. Compensation is a blend of a percentage-of-AUM fee and performance-based fees. Kerusso reports being an active ESG investor and is not positioned as a capital allocator; ownership is recorded as a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$6.4M in ETFs

Passive

100%

$6.4M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$6.2M	8,116	96.83%

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Primary office

Winston Salem, NC

Forsyth

Location

Winston Salem, NC

Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area: Greensboro--Winston-Salem--High Point, NC
Region: South
County: Forsyth
Address: 486 N Patterson Ave
Time zone: ET (UTC-5)
Office locations

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