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 an SEC-registered institutional RIA (registered in 2024) that provides portfolio management to both individuals/families and institutional clients. Structured as an LLC and owned by domestic entity/individual interests, the firm charges a combination of percentage-of-AUM fees and performance-based fees. It reports that it is an active ESG investor and focuses advisory activity on portfolio management for individuals/small businesses as well as for businesses or institutional clients. The firm is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Randell Cain

    Randell Cain

    Founder, CEO & CIOCRD 4661423

Contacts

2 of 2
  • Shannon Barnes

    Shannon Barnes

    Founding PartnerCRD 2496317

  • Jazmin Gay

    Jazmin Gay

    Portfolio ManagerCRD 7588400

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$6.3M in ETFs

Passive

100%

$6.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$6.1M8,11696.74%
Unlock additional holdings →

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth