Data / Investment advisers / North Carolina / Kerusso Capital Management, LLC
Kerusso Capital Management, LLC, Winston-Salem, NC: $222 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kerusso Capital Management, LLC is an SEC registered investment adviser with its main office in Winston-Salem, North Carolina and reports $222 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include state and municipal governments, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 316352
- SEC file number
- 801-131671
- SEC status
- Approved, effective December 23, 2024
- Main office
- 486 North Patterson Avenue #228, Winston-Salem, NC 27101
- Phone
- (404) 226-2537
- Regulatory AUM
- $222,350,929 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $222,350,929
- Accounts
- 22
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 6 | $154.4 million |
| Pooled investment vehicles | 1 | $50.7 million |
| Charitable organizations | 3 | $11.9 million |
| Individuals (other than high net worth individuals) | 12 | $5.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $222.4 million | March 4, 2026 |
| December 1, 2025 | $169.2 million | October 14, 2025 |
Other advisers in Winston-Salem
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Three Magnolias Financial Advisors | Winston Salem | $487.1 million | Not listed | adviserinfo.sec.gov |
| Timonier | Winston Salem | $450.3 million | Not listed | adviserinfo.sec.gov |
| Horizon Financial Services, LLC | Winston Salem | $262.4 million | Not listed | adviserinfo.sec.gov |
| Cassia Capital Partners LLC | Winston Salem | $251.2 million | Not listed | adviserinfo.sec.gov |
| Westhampton Capital | Winston-Salem | $238.5 million | Not listed | adviserinfo.sec.gov |
| Accruent Wealth Advisors | Winston-Salem | $197.7 million | Not listed | adviserinfo.sec.gov |
| Kensington Financial Group, Inc. | Winston-Salem | $169.5 million | Not listed | adviserinfo.sec.gov |
| Twin City Private Wealth, LLC | Winston-Salem | $151.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winston-Salem, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving state and municipal governments
- Advisers serving pooled investment vehicles
- Kerusso Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.