AdvisorOS Directory
Claim Profile
SS

Steven Ira Sarowitz

KERUSSO CAPITAL MANAGEMENT, LLC·WINSTON-SALEM, North Carolina
Unclaimed Profile
486 NORTH PATTERSON AVENUE, WINSTON-SALEM, NC 27101CRD# 7226426Firm CRD# 316352
01

About

Steven Ira Sarowitz is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with KERUSSO CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
KERUSSO CAPITAL MANAGEMENT, LLC
KERUSSO CAPITAL MANAGEMENT, LLC
AUM
$163M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KERUSSO CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7226426
Firm CRD# 316352
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WINSTON-SALEM?

Browse all registered financial advisors in WINSTON-SALEM, North Carolina or claim this profile if it's yours.

Browse WINSTON-SALEM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Steven Ira Sarowitz offer?
Steven Ira Sarowitz specializes in Investment Management, Wealth Management. Contact their office in WINSTON-SALEM, North Carolina for a consultation.
What are Steven Ira Sarowitz's credentials?
Steven Ira Sarowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Ira Sarowitz located?
Steven Ira Sarowitz is based in WINSTON-SALEM, North Carolina, working with KERUSSO CAPITAL MANAGEMENT, LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.
How does Steven Ira Sarowitz charge for services?
Steven Ira Sarowitz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KERUSSO CAPITAL MANAGEMENT, LLC?
KERUSSO CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WINSTON-SALEM
Thomas Ware Bunn — VERGER CAPITAL MANAGEMENT LLCScott Lawrence Snow — FIVE POINTS CAPITAL LLCBruce Hofler Milam — VERGER CAPITAL MANAGEMENT LLCJacqueline Anne Travisano — VERGER CAPITAL MANAGEMENT LLCChristopher Nicholas Jones — FIVE POINTS CAPITAL, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile