Kerusso Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$222,350,929
Total clients
12
0% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
6
Average account size
$18,529,244
About
Kerusso Capital Management provides discretionary and non‑discretionary portfolio management and institutional advisory services to a concentrated roster of retail and institutional clients, including trustees, retirement plans, and other entities. The firm reports $222.35 million in assets under management across 12 client accounts and offers sub‑advisory, ERISA/retirement plan, and Collective Investment Trust services.
Kerusso’s investment process emphasizes fundamental analysis and may include long‑ and short‑term holdings as well as ESG considerations; the firm also offers model‑based Large Cap Value portfolio options and conducts at least quarterly account reviews. The brochure discloses that Kerusso employs performance‑based fee arrangements with both fixed and incentive components tied to realized returns over a multi‑year horizon and that the firm participates in structured third‑party contributor programs that inform its research.
What distinguishes Kerusso from many peers is its role as investment adviser and administrator to a Collective Investment Trust administered by SEI Trust Company and its explicit disclosures about related conflicts and compensation tied to that relationship. The firm operates with two advisors and a very small client base, and its disclosures highlight performance‑linked compensation and participation in external contributor programs—features that are uncommon among similar supported advisers.
Client services
Expertise
Fee options
$0 - $10 million: 0.65% Above $10 million - $25 million: 0.55% Above $25 million - $50 million: 0.50% Above $50 million - $100 million: 0.45% Above $100 million+: 0.35%
Fixed component up to 0.10% annually of equity portfolio; performance component capped at 25% of realized alpha on a rolling 3-year basis.
Account minimum: $100,000
Main office location
Kerusso Capital Management, LLC
486 North Patterson Avenue, #228
Winston Salem NC 27101, United States
Number of offices
1
Most active in
Florida · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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