DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
K•••••• C•••••• M••••••••• L••
Latest filing Mar 4, 2026
First filing on the tape Apr 12, 2022 · 14 filings
SEC status approved since Dec 23, 2024
RAUM
$222M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
2.4%
$5.3M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$111M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$222M as of Mar 4, 2026
Apr 14, 2025$161M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 4, 2026
Apr 14, 20252 then
Employees (5.A)3 as of Mar 4, 2026
Apr 14, 20254 then
Private funds: no history
RAUM +38% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Mar 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- $111MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $10.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 75%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +38%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$154M69%
- Pooled investment vehicles$50.7M23%
- Charitable organizations$11.9M5.3%
- Individuals$5.3M2.4%
- Individual clients
- 12reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 3reported
- Accounts
- 22reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.02 fund_share=0.23 institutional_share=0.75 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R•••••• A•••••••• C•••Chartered Financial Analyst | Winston-Salem, Nc | May 13, 2022 | 24 y | 1 |
| J••••• D••••••• G•• | Winston-Salem, Nc | Nov 14, 2022 | 18 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- R•••••• A•••••••• C••• from H•••••• C•••••• M••••••••• L••May 13, 2022 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• S••••••• D••••• · Chief Administrative Officer, Cco, & Membercontrolsince 06/2021 · owns 5% to 10%
- C•••• H•••••••• J••••• · Member, Operations Analystcontrolsince 08/2024 · owns less than 5%
- C•••• R••••••• A•••••••• · Ceo & Chief Investment Officercontrolsince 06/2021 · owns 50% to 75%
- G••• J•••••• D••••••• · Member & Portfolio Managercontrolsince 06/2022 · owns less than 5%
- P••••• E•••••• L••••• J••••• · Managercontrolsince 07/2021 · owns 75% or more of I••••••• K•••••• P•••••••• L••
- S•••••••• J••••••• P• · Trusteecontrolsince 02/2006 · owns F of J•••••• P• S••••••• D••••••••• O• T••••
- S•••••••• S•••••• I•• · Trusteecontrolsince 02/2006 · owns F of S••••• I• S••••••• D••••••••• O• T••••
Entity owners
- J•••••• P• S••••••• D••••••••• O• T•••• · Ownerindirect · owns 50% to 75% of 4• B•• K•••••• O••••••••• L••
- S••••• I• S••••••• D••••••••• O• T•••• · Ownerindirect · owns 50% to 75% of 4• B•• K•••••• O••••••••• L••
- 4• B•• K•••••• O••••••••• L•• · Memberdirect · owns 10% to 25%
- I••••••• K•••••• P•••••••• L•• · Memberdirect · owns 5% to 10%
- T•• I••••••••• L•• · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Winstonsalem, Nc | 2 | 0 | 0 | ||
| Kiawah Island, Sc | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- institutional asset share shiftChange between filings · filing Mar 4, 2026institutional share of RAUM moved from 97.0% to 75.0% between the annual amendments of 2025-04-14 and 2026-03-04peers: institutional managers, $100M to $500M (108)
- RAUM up 25 %Change between filings · filing Mar 4, 2026RAUM (Item 5.F) moved from $161,116,754 to $222,350,929 (+38.0%) between the annual amendments of 2025-04-14 and 2026-03-04; the peer median change was +9.0% (93 comparable advisers, 90.0th percentile of changes)peers: institutional managers, $100M to $500M (93) · 90% percentile
What changed
consecutive filings, newest first
- Accounts · 20 to 22Dec 8, 2025 to Mar 4, 2026
- Charity clients · 2 to 3Dec 8, 2025 to Mar 4, 2026
- Pooled vehicle clients · unset to 1.0Dec 8, 2025 to Mar 4, 2026
- Employees · 4 to 3Dec 8, 2025 to Mar 4, 2026
- Discretionary RAUM · $169M to $222MDec 8, 2025 to Mar 4, 2026
- Individual RAUM · $5.3M to $5.3MDec 8, 2025 to Mar 4, 2026
- Pooled vehicle RAUM · unset to 50709861.0Dec 8, 2025 to Mar 4, 2026
- RAUM · $169M to $222MDec 8, 2025 to Mar 4, 2026
- Accounts · 21 to 20Apr 14, 2025 to Oct 14, 2025
- Individual clients · 14 to 12Apr 14, 2025 to Oct 14, 2025
- Discretionary RAUM · $161M to $169MApr 14, 2025 to Oct 14, 2025
- Individual RAUM · $4.2M to $5.3MApr 14, 2025 to Oct 14, 2025
- RAUM · $161M to $169MApr 14, 2025 to Oct 14, 2025
- Accounts · 19 to 21Nov 21, 2024 to Apr 14, 2025
- Charity clients · unset to 2.0Nov 21, 2024 to Apr 14, 2025
- Individual clients · 12 to 14Nov 21, 2024 to Apr 14, 2025
- Financial planning clients · unset to Nov 21, 2024 to Apr 14, 2025
- Discretionary RAUM · $163M to $161MNov 21, 2024 to Apr 14, 2025
- Individual RAUM · $3.8M to $4.2MNov 21, 2024 to Apr 14, 2025
- RAUM · $163M to $161MNov 21, 2024 to Apr 14, 2025
- Accounts · 1 to 19Oct 27, 2022 to Nov 21, 2024
- Advisory employees · 1 to 2Oct 27, 2022 to Nov 21, 2024
- Individual clients · unset to 12.0Oct 27, 2022 to Nov 21, 2024
- Employees · 3 to 4Oct 27, 2022 to Nov 21, 2024
- Insurance-licensed employees · 1 to 0Oct 27, 2022 to Nov 21, 2024
- State-registered IARs · 1 to 2Oct 27, 2022 to Nov 21, 2024
- Discretionary RAUM · $4.1M to $163MOct 27, 2022 to Nov 21, 2024
- Individual RAUM · unset to 3771538.0Oct 27, 2022 to Nov 21, 2024
- RAUM · $4.1M to $163MOct 27, 2022 to Nov 21, 2024
- Advisory employees · 2 to 1Sep 7, 2022 to Sep 23, 2022
- Accounts · 0 to 1Aug 16, 2022 to Sep 7, 2022
- Advisory activities · 1 to 2Aug 16, 2022 to Sep 7, 2022
- Discretionary RAUM · $0 to $4.1MAug 16, 2022 to Sep 7, 2022
- RAUM · $0 to $4.1MAug 16, 2022 to Sep 7, 2022
- Advisory employees · 1 to 2Apr 19, 2022 to Jul 18, 2022
- Employees · 2 to 3Apr 19, 2022 to Jul 18, 2022
- Advisory activities · 2 to 1Apr 12, 2022 to Apr 19, 2022
Signals
4 dated events
- Derrick M Grava no longer registered at K•••••• C•••••• M••••••••• L••; no later IA registration on IAPDDec 31, 2025 · Advisor departure · fact
- J••••• H••••••• C••• (Member, Operations Analyst) appeared on Schedule A of K•••••• C•••••• M••••••••• L••Nov 21, 2024 · Control person joined · fact
- Danielle Jazmin Gay (Portfolio Manager & Member) appeared on Schedule A of K•••••• C•••••• M••••••••• L••Jul 18, 2022 · Control person joined · fact
- K•••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Apr 12, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kerusso-capital-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- kerussocapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-226-2537reportedpublic record, Form ADV, Mar 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $111Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026