{ "crd_number": 316352, "slug": "kerusso-capital-management-llc-winston-salem-nc-316352", "primary_business_name": "KERUSSO CAPITAL MANAGEMENT, LLC", "legal_name": "KERUSSO CAPITAL MANAGEMENT, LLC", "dbas": [], "city": "Winston-Salem", "state": "NC", "country": "United States", "cbsa_code": "49180", "metro": { "cbsa_code": "49180", "common_name": "Winston-Salem", "msa_name": "Winston-Salem, NC", "path": "/advisors/nc/winston-salem" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-12-23", "years_registered": 1, "period": "2026-10-01", "filing_date": "2026-03-04", "carried_forward": false, "raum_total": 222350929.0, "raum_discretionary": 222350929.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 3, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 11869902.0, "count": 3, "fewer_than_5": true }, "individuals": { "raum": 5348373.0, "count": 12 }, "state_municipal": { "raum": 154422793.0, "count": 6 }, "pooled_investment_vehicles": { "raum": 50709861.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "NC", "TX" ], "websites": [ "https://kerussocapital.com", "https://linkedin.com/company/kerusso-capital-management" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316352", "city_as_filed": "WINSTON-SALEM", "url": "https://advisorcensus.com/firm/kerusso-capital-management-llc-winston-salem-nc-316352", "display_name": "Kerusso Capital Management, LLC", "summary": "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.", "citation": "AdvisorCensus. Kerusso Capital Management, LLC (CRD 316352): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Kerusso Capital Management, LLC compensated?", "a": "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." }, { "q": "Where is Kerusso Capital Management, LLC located?", "a": "Kerusso Capital Management, LLC's principal office is in Winston-Salem, NC, according to its Form ADV." }, { "q": "Is Kerusso Capital Management, LLC registered with the SEC or a state?", "a": "Kerusso Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 316352." }, { "q": "How much does Kerusso Capital Management, LLC manage?", "a": "Kerusso Capital Management, LLC reports $222,350,929 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary)." }, { "q": "How have Kerusso Capital Management, LLC's assets and staff changed since 2022?", "a": "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." }, { "q": "What types of clients does Kerusso Capital Management, LLC serve?", "a": "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)." }, { "q": "Which custodians does Kerusso Capital Management, LLC use?", "a": "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." }, { "q": "Does Kerusso Capital Management, LLC report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Kerusso Capital Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $169,249,909 to $222,350,929 (+31%)." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": 4100000.0, "total_employees": 3, "filing_date": "2022-09-23" }, { "period": "2025-10-01", "regulatory_assets_under_management": 161116754.0, "total_employees": 4, "filing_date": "2025-04-14" }, { "period": "2026-10-01", "regulatory_assets_under_management": 222350929.0, "total_employees": 3, "filing_date": "2026-03-04" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $169,249,909 to $222,350,929 (+31%)." ] }, { "period": "2025-11-01", "period_label": "November 2025", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "First Horizon Advisors", "name_as_filed": "FIRST HORIZON ADVISORS", "affiliated": false }, { "name": "JP Morgan Chase Bank, N.A.", "name_as_filed": "JP MORGAN CHASE BANK, N.A.", "affiliated": false }, { "name": "State Street Corporation", "name_as_filed": "STATE STREET CORPORATION", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/kerusso-capital-management-llc-winston-salem-nc-316352.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 12, "fewer_than_5": false, "raum": 5348373.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 1, "fewer_than_5": false, "raum": 50709861.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 3, "fewer_than_5": true, "raum": 11869902.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 6, "fewer_than_5": false, "raum": 154422793.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316352", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }