Overview
Assets Under Management: $200 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
KAPUSTA FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123349), KAPUSTA FINANCIAL GROUP is subject to fiduciary duty under federal law.
KAPUSTA FINANCIAL GROUP is headquartered in PITTSBURGH, PA.
KAPUSTA FINANCIAL GROUP serves 65 high-net-worth clients according to their SEC filing dated January 23, 2026. View client details ↓
According to their SEC Form ADV, KAPUSTA FINANCIAL GROUP offers financial planning and portfolio management for individuals. View all service details ↓
KAPUSTA FINANCIAL GROUP manages $200 million in client assets according to their SEC filing dated January 23, 2026.
According to their SEC Form ADV, KAPUSTA FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 971
Non-Discretionary Accounts: 971
Regulatory Filings
CRD Number: 123349
Filing ID: 2040253
Last Filing Date: 2026-01-23 15:53:11