# 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.

- CRD: 316352
- Filed as: KERUSSO CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winston-Salem, NC
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316352
- AdvisorCensus page: https://advisorcensus.com/firm/kerusso-capital-management-llc-winston-salem-nc-316352

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- First Horizon Advisors
- JP Morgan Chase Bank, N.A.
- State Street Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $222,350,929
- Discretionary: $222,350,929
- Non-discretionary: $0

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kerussocapital.com
- LinkedIn @kerusso-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $4,100,000 | 3 | September 23, 2022 |
| October 2025 | $161,116,754 | 4 | April 14, 2025 |
| October 2026 | $222,350,929 | 3 | March 4, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $169,249,909 to $222,350,929 (+31%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kerusso Capital Management, LLC (CRD 316352): Form ADV filing data as of October 2026.