Kerusso Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Kerusso Capital Management reports 22 clients. They include 12 individuals, 6 state or municipal government entities and 3 charitable organizations. Of its assets, 100.0% ($222M across 22 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 2% |
| Pooled investment vehicles | 5% | 23% |
| Charitable organizations | 14% | 5% |
| State or municipal government entities | 27% | 69% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 12 | $5.35M | 2.4% | $446K |
| Pooled investment vehicles | 1 | $50.7M | 22.8% | $50.7M |
| Charitable organizations | Fewer than 5 | $11.9M | 5.3% | $3.96M |
| State or municipal government entities | 6 | $154M | 69.5% | $25.7M |
| Total | 22 | $222M | 100% | — |
- Clients
- 12
- Regulatory AUM
- $5.35M
- AUM share
- 2.4%
- Avg. per client
- $446K
- Clients
- 1
- Regulatory AUM
- $50.7M
- AUM share
- 22.8%
- Avg. per client
- $50.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $11.9M
- AUM share
- 5.3%
- Avg. per client
- $3.96M
- Clients
- 6
- Regulatory AUM
- $154M
- AUM share
- 69.5%
- Avg. per client
- $25.7M
Total
- Clients
- 22
- Regulatory AUM
- $222M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Kerusso Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Randell Cain owns 50% to 75% of Kerusso Capital Management. The leadership team of Kerusso Capital Management includes Chief Investment Officer Randell Cain. It has 3 employees, 2 of them in advisory roles.
Leadership
- Shannon BarnesMember, Chief Administrative Officer & CCO
- Randell CainMember, CEO & Chief Investment Officer
- Jazmin GayMember, Co-Portfolio Manager & Director of Research
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Randell Alfredine Cain JR.
- Jazmin Danielle Gay
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 3 soliciting firms
- Owns 50% to 75% of Kerusso Capital Management, LLC
Randell Cain
Control person · since June 2021
- Owns 10% to 25% of Kerusso Capital Management, LLC
Shannon Barnes
Control person · since June 2021
- Owns 10% to 25% of Kerusso Capital Management, LLC
4s Bay Kerusso Opportunity LLC
since June 2021
- Owns 50% to 75% of 4s Bay Kerusso Opportunity LLC
Jessica P Sarowitz Declaration of Trust
Control person · since February 2006
Jessica Sarowitz
Trustee · Control person · since February 2006
- Owns 50% to 75% of 4s Bay Kerusso Opportunity LLC
Steven I Sarowitz Declaration of Trust
Control person · since February 2006
Steven Sarowitz
Trustee · Control person · since February 2006
- Owns 5% to 10% of Kerusso Capital Management, LLC
Integral Kerusso Partners, LLC
since June 2021
- Owns 75% or more of Integral Kerusso Partners, LLC
Egbert Perry
Control person · since July 2021
- Owns 5% to 10% of Kerusso Capital Management, LLC
Jazmin Gay
Control person · since June 2022
Kerusso Capital Management’s regulatory assets grew Infinity× from $0 (July 2022) to $222M (March 2026); employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $222M | 22 | 3 | 1 |
| Apr 2025April 2025 | $161M | 21 | 4 | 1 |
| Jul 2022July 2022 | $0 | 0 | 3 | 1 |
Besides its headquarters, Kerusso Capital Management has 0 offices, with 1 listed address in 1 state.
North Carolina · 1 listed address
- 486 North Patterson Avenue, #228, Winston-SalemHQ
Contact and registration details
- Legal name
- Kerusso Capital Management, LLC
- Headquarters
- 486 North Patterson Avenue, #228, Winston-Salem, NC 27101
- Website
- kerussocapital.com
- Phone
- 404-226-2537
- @kerusso-capital-management
- SEC file
- 801-131671
- Structure
- North Carolina LLC
- Fiscal year end
- December
Kerusso Capital Management’s named custodians for separately managed accounts are State Street ($71.4M, 49%), First Horizon Advisors ($37.2M, 26%) and J.P. Morgan ($35.7M, 25%). Kerusso Capital Management does not have custody of client assets.
- First Horizon AdvisorsFirst Horizon Advisors · Memphis, TN · $37.2M26%
- State StreetState Street Corporation · Quincy, MA · $71.4M49%
- J.P. MorganJP Morgan Chase Bank, N.A. · Brooklyn, NY · $35.7M25%
At year end, Kerusso Capital Management’s separately managed accounts were mostly in stocks (98%). Its reported 13F holdings for the quarter ended 30 June 2026 total $274M across 58 positions; the largest are Apple Inc. (3.1%), Micron Technology Inc. (3.0%) and American Express CO (2.8%).
What the accounts hold
- Stocks98%
- Cash2%
Reported 13F holdings
- $274M
- Reported 13F value
- 58
- Positions
- 26.4%
- In the 10 largest
- +37.4%
- Value vs. prior quarter
- Apple Inc.3.1%
- Micron Technology Inc.3.0%
- American Express CO2.8%
- United Rentals Inc.2.8%
- Qualcomm Inc.2.6%
- Caterpillar Inc.2.6%
- Williams Sonoma Inc.2.6%
- Devon Energy Corp. New2.4%
- Gilead Sciences Inc.2.3%
- Principal Financial Group IN2.3%
Together, the ten largest are 26.4% of reported value.
How many clients does Kerusso Capital Management have?
Kerusso Capital Management has 22 clients and manages $222 million for them, as of March 2026. They include 12 individuals, 6 state or municipal government entities and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Kerusso Capital Management offer?
Kerusso Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Kerusso Capital Management use?
Kerusso Capital Management’s separately managed account assets are held at State Street Corporation (Quincy, MA), with $71.4M, First Horizon Advisors (Memphis, TN), with $37.2M and JP Morgan Chase Bank, N.A. (Brooklyn, NY), with $35.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Kerusso Capital Management have?
Kerusso Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kerusso Capital Management invest in?
At the end of its last fiscal year, Kerusso Capital Management’s separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kerusso Capital Management?
Kerusso Capital Management is owned through holding companies by Egbert Perry. Its direct owners are Randell Cain (50% to 75%), Shannon Barnes (10% to 25%), 4s Bay Kerusso Opportunity LLC (10% to 25%), Integral Kerusso Partners, LLC (5% to 10%) and Jazmin Gay (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Kerusso Capital Management get paid?
Kerusso Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kerusso Capital Management?
Kerusso Capital Management’s main office is at 486 North Patterson Avenue, #228, Winston-Salem, NC 27101. Its phone number is 404-226-2537. Its website is kerussocapital.com.