Kerusso Capital Management, LLC
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
FINTRXOverview
Kerusso Capital Management, LLC is an SEC‑registered investment adviser organized as an LLC and registered in 2024. The firm serves both individual and family clients as well as institutional accounts, providing portfolio management for small businesses, individuals and for businesses or institutions. Fee arrangements include a traditional percentage-of-AUM schedule alongside performance‑based fees, and the firm identifies itself as an active ESG investor. Kerusso is not classified as a capital allocator and is not listed as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Randell Cain
Founder, CEO & CIOCRD 4661423
Contacts
2 of 2
Shannon Barnes
Founding PartnerCRD 2496317
Jazmin Gay
Portfolio ManagerCRD 7588400
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$6.3M in ETFs
100%
$6.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6.1M | 8,116 | 96.74% |
Location
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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