{"url":"https://nivawealth.com/firms/kerusso-capital-management-316352","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/316352","regulatoryAum":222350929,"crd":"316352","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4661423","suffix":"JR.","lastName":"CAIN","firstName":"RANDELL","middleName":"ALFREDINE"},{"crd":"7588400","suffix":null,"lastName":"GAY","firstName":"JAZMIN","middleName":"DANIELLE"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-07-18","regulatoryAum":0,"clients":0,"employees":3,"offices":1},{"filedOn":"2025-04-14","regulatoryAum":161116754,"clients":21,"employees":4,"offices":1},{"filedOn":"2026-03-04","regulatoryAum":222350929,"clients":22,"employees":3,"offices":1}],"secFileNumber":"801-131671","legalName":"Kerusso Capital Management, LLC","displayName":"Kerusso Capital Management","slug":"kerusso-capital-management-316352","website":"https://kerussocapital.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/kerusso-capital-management","founded":null,"organization":"North Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"486 North Patterson Avenue, #228","city":"Winston-Salem","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"27101"},"tradeNames":[],"registration":{"secApproved":"23 December 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":445697.75,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":3},"aum":{"regulatory":222350929,"discretionary":222350929,"discretionaryAccounts":22,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":12,"regulatoryAum":5348373},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":50709861},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":11869902},{"label":"State or municipal government entities","clients":6,"regulatoryAum":154422793}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"First Horizon Advisors","shortName":"First Horizon Advisors","location":"Memphis, TN","smaAssets":37164491},{"name":"State Street Corporation","shortName":"State Street","location":"Quincy, MA","smaAssets":71353137},{"name":"JP Morgan Chase Bank, N.A.","shortName":"J.P. Morgan","location":"Brooklyn, NY","smaAssets":35745655}],"custodyNote":"Kerusso Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Shannon Barnes","title":"Member, Chief Administrative Officer & CCO","crd":"2496317"},{"name":"Randell Cain","title":"Member, CEO & Chief Investment Officer","crd":"4661423"},{"name":"Jazmin Gay","title":"Member, Co-Portfolio Manager & Director of Research","crd":"7588400"}],"ownership":[{"label":"Randell Cain","detail":"Member, ceo & chief investment officer in the 50% to 75% ownership band and a control person, since June 2021."},{"label":"Shannon Barnes","detail":"Member, chief administrative officer & cco in the 10% to 25% ownership band and a control person, since June 2021."},{"label":"4s Bay Kerusso Opportunity LLC","detail":"Member in the 10% to 25% ownership band, since June 2021."},{"label":"Integral Kerusso Partners, LLC","detail":"Member in the 5% to 10% ownership band, since June 2021."},{"label":"Jazmin Gay","detail":"Member, co-portfolio manager & director of research in the 5% to 10% ownership band and a control person, since June 2022."},{"label":"Jessica Sarowitz","detail":"Indirect owner: trustee of Jessica P Sarowitz Declaration of Trust and a control person, since February 2006.","parent":"Jessica P Sarowitz Declaration of Trust"},{"label":"Jessica P Sarowitz Declaration of Trust","detail":"Indirect owner: a owner of 4s Bay Kerusso Opportunity LLC in the 50% to 75% band and a control person, since February 2006.","parent":"4s Bay Kerusso Opportunity LLC"},{"label":"Steven Sarowitz","detail":"Indirect owner: trustee of Steven I Sarowitz Declaration of Trust and a control person, since February 2006.","parent":"Steven I Sarowitz Declaration of Trust"},{"label":"Egbert Perry","detail":"Indirect owner: a manager of Integral Kerusso Partners, LLC in the 75% or more band and a control person, since July 2021.","parent":"Integral Kerusso Partners, LLC"},{"label":"Steven I Sarowitz Declaration of Trust","detail":"Indirect owner: a owner of 4s Bay Kerusso Opportunity LLC in the 50% to 75% band and a control person, since February 2006.","parent":"4s Bay Kerusso Opportunity LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"North Carolina","offices":1,"addresses":[{"street":"486 North Patterson Avenue, #228","city":"Winston-Salem","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"404-226-2537","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"4 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/316352/PDF/316352.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kerusso Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kerusso Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Kerusso Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kerusso Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kerusso Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kerusso Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kerusso Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Kerusso Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/kerusso-capital-management-316352/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-31","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2029597/000117266126002974/0001172661-26-002974-index.html","totalValue":274429695,"positionCount":58,"top10Share":0.26393549721359416,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":8458572,"shares":29232,"shareType":"SH","priorValue":6010509,"priorShares":23683},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":8112350,"shares":7028,"shareType":"SH"},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":7692143,"shares":22741,"shareType":"SH","priorValue":5572287,"priorShares":18422},{"issuer":"UNITED RENTALS 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}