Kerusso Capital Management, Llc
- Regulatory AUM
- $222M
- Discretionary
- $222M
- Clients
- 22
- Avg AUM / client
- $10.1M
- Accounts
- 22
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $5.3M | 2.41% |
| Pooled investment vehicles (non-investment companies) | 1 | $50.7M | 22.8% |
| Charitable organizations | 3 | $11.9M | 5.34% |
| State or municipal government entities | 6 | $154M | 69.5% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sarowitz, Jessica, P | Trustee | Feb 2006 (21y) | GP / trustee / elected manager of Jessica P Sarowitz Declaration Of Trust (indirect) | |
| Sarowitz, Steven, Ira | Trustee | Feb 2006 (21y) | GP / trustee / elected manager of Steven I Sarowitz Declaration Of Trust (indirect) | |
| Barnes, Shannon, Denise | Chief Administrative Officer, Cco, & Member | Jun 2021 (5y) | 5% – 10% | |
| Randell Alfredine Cain | Ceo & Chief Investment Officer | CFA | Jun 2021 (5y) | 50% – 75% |
| Perry, Egbert, Lawson Jubert | Manager | Jul 2021 (5y) | ≈ 3.75% – 10% via Integral Kerusso Partners, Llc | |
| Jazmin Danielle Gay | Member & Portfolio Manager | Jun 2022 (4y) | Less than 5% | |
| Cain, Hamilton, Joshua | Member, Operations Analyst | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 4 S Bay Kerusso Opportunity Llc | Member | Jun 2021 | A | 10% – 25% |
| Integral Kerusso Partners, Llc | Member | Jun 2021 | A | 5% – 10% |
| Tds Investments, Llc | Member | Jun 2021 | A | 5% – 10% |
| Jessica P Sarowitz Declaration Of Trust | Owner | Feb 2006 | B | ≈ 5% – 18.75% via 4 S Bay Kerusso Opportunity Llc |
| Steven I Sarowitz Declaration Of Trust | Owner | Feb 2006 | B | ≈ 5% – 18.75% via 4 S Bay Kerusso Opportunity Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Perry, Egbert, Lawson Jubert: 75% – 100% of Integral Kerusso Partners, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Jessica P Sarowitz Declaration Of Trust: 50% – 75% of 4 S Bay Kerusso Opportunity Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Steven I Sarowitz Declaration Of Trust: 50% – 75% of 4 S Bay Kerusso Opportunity Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $71.4M (32% of AUM) Mar 2026
- First Horizon Advisors, Inc. $37.2M (17% of AUM) Mar 2026
- J.P. Morgan $35.7M (16% of AUM) Mar 2026
- Principal Financial $4.1M (100% of AUM) Oct 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗