Kerusso Capital Management, LLC

Kerusso Capital Management, LLC is a registered investment adviser based in Winston Salem, NC, providing services since 2022. The firm offers discretionary and non-discretionary portfolio management services, tailored to meet clients' needs and investment objectives. They primarily advise on equity securities and offer ESG investing options. As of December 31, 2024, the firm manages $161,116,754 in client assets on a discretionary basis. For portfolio management services, fees are asset-based, with a minimum account size of $3 million for institutional clients and $100,000 for retail clients. Fees are billed quarterly and may be deducted directly from client accounts with authorization. The firm also offers model-based fee options. Kerusso Capital Management exercises limited custody over client funds in certain instances, with account statements provided by the custodian at least quarterly. The firm's investment strategies include fundamental analysis, long-term and short-term purchases, and ESG investing. They emphasize risk considerations such as liquidity, credit, inflation, and interest rate risks. Kerusso Capital Management follows a Code of Ethics, participates in proxy voting, and pays referral fees based on a percentage of the investment advisory fee. Clients receive regular account reviews and reports, with proxy votes cast in the client's best interest. The firm does not have any disciplinary information or financial impairments affecting client commitments.