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Kerusso Capital Management, LLC

Winston-Salem, NCSEC-registered investment adviserCRD 316352

Filed as KERUSSO CAPITAL MANAGEMENT, LLC

Kerusso Capital Management, LLC is an SEC-registered investment advisory firm in Winston-Salem, NC, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

1 year
registered since 2024
$222,350,929
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Kerusso Capital Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Kerusso Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Kerusso Capital Management, LLC located?

Kerusso Capital Management, LLC's principal office is in Winston-Salem, NC, according to its Form ADV.

Is Kerusso Capital Management, LLC registered with the SEC or a state?

Kerusso Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 316352.

How much does Kerusso Capital Management, LLC manage?

Kerusso Capital Management, LLC reports $222,350,929 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

How have Kerusso Capital Management, LLC's assets and staff changed since 2022?

In the Form ADV data for Kerusso Capital Management, LLC: Regulatory assets under management: $4,100,000 in the October 2022 data and $222,350,929 in the October 2026 data, up 5323%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Kerusso Capital Management, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); state or municipal government entities (including government pension plans) (6); charitable organizations (3).

Which custodians does Kerusso Capital Management, LLC use?

Kerusso Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists First Horizon Advisors, JP Morgan Chase Bank, N.A. and State Street Corporation as custodians holding 10% or more of its separately managed account assets.

Does Kerusso Capital Management, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316352

What changed in Kerusso Capital Management, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $169,249,909 to $222,350,929 (+31%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 4, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$222,350,929

$222,350,929 as of October 2026, filing dated March 4, 2026.

Discretionary: $222,350,929.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 12 Assets $5,348,373 (2%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 1 Assets $50,709,861 (23%)
Charitable organizations
Clients 3 Assets $11,869,902 (5%)
State or municipal government entities (including government pension plans)
Clients 6 Assets $154,422,793 (69%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2024 (1 year)
Employees
Total: 3. Performing investment advisory functions: 2.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
3 states or jurisdictions
FLNCTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$4.1M 2022 $161M 2025 $222M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$222,350,9293March 4, 2026
October 2025$161,116,7544April 14, 2025
October 2022$4,100,0003September 23, 2022

Regulatory assets under management: $4,100,000 in the October 2022 data and $222,350,929 in the October 2026 data, up 5323%.

Total employees: 3 in October 2022 and 3 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $169,249,909 to $222,350,929 (+31%).
  2. November 2025
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
kerussocapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Kerusso Capital Management, LLC (CRD 316352): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/kerusso-capital-management-llc-winston-salem-nc-316352