SourcingSourcing

KERUSSO CAPITAL MANAGEMENT, LLC

C47
CRD 316352·SEC 801-131671·WINSTON-SALEM, NC
AUM
$222.4M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$667K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KERUSSO CAPITAL MANAGEMENT, LLC
CRD
316352
SEC file #
801-131671
EIN
871267146
DBA names
—

Economics

AUM
$222.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$169.2M → $222.4M▲ +31%
Client mix
Individuals Other12
State Or Municipal Govt6
Charitable Organizations3
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
WINSTON-SALEM NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
linkedin.com/company/kerusso-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAIN, RANDELL, ALFREDINE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
CAIN, RANDELL, ALFREDINE
Barnes, Shannon, Denise
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kerusso.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002029597
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2024-08-06
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
8
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001172661-26-001829

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1444
Soi Zip Pct 200k Plus
0.0481
Soi Zip Returns 200k Plus
440
Soi Zip Total AGI
593,464
Fdic Zip Total Deposits
297,878,468,000
Fdic Zip Branch Count
264
Fdic Zip Top Banks
Branch Banking and Trust Company
Wachovia Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
State Street2
Jpmorgan2
Edgar Addresses
Mailing
486 NORTH PATTERSON AVENUESUITE 228WINSTON SALEM, NC 27101
Business
486 NORTH PATTERSON AVENUESUITE 228WINSTON SALEM, NC 27101
Edgar EIN
871267146
Edgar Recent Filings
13F-HR2026-05-14 · 0001172661-26-001829
13F-HR2026-01-28 · 0001172661-26-000369
Fdic Zip Branches Raw
Mechanics & Farmers BankWinston-Salem, NC
Piedmont Federal Savings and Loan AssociationWinston-Salem, NC
Fdic Zip HHI
6783.03
Fdic Zip Top Bank Share Pct
81.51
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,312
Returns3,200
Stub 2
AGI94,135
Returns2,620
Stub 3
AGI78,323
Returns1,280
Soi Zip Total Business Income
20,852
Soi Zip Total Cap Gains
28,505
Soi Zip Total Dividends
16,831
Soi Zip Total Returns
9,140
Top Owner CRD
4661423
Trust Company Affiliate
No

People (3)

3
CAIN, RANDELL, ALFREDINE
IAR · Direct Owner · 62.5%
4661423
Barnes, Shannon, Denise
Direct Owner · 17.5%
2496317
GAY, JAZMIN, DANIELLE
IAR · Direct Owner · 7.5%
7588400