KAPUSTA FINANCIAL GROUP
SEC RegisteredAbout the firm
Kapusta Financial Group is a Pittsburgh-based financial advisory firm staffed by certified financial planners who provide information and advice to help clients make sound decisions to meet their financial goals. The firm offers services including financial planning, retirement planning, and wealth management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, and wealth management, including managing investments and creating comprehensive financial plans
Who they serve
Individuals and families seeking financial planning, retirement planning, and wealth management services
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 140 | $59M |
| High Net Worth Individuals | 65 | $141M |
| State/Municipal Entities | 2 | — |
29 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $250,000 | 1.15% |
| $250,001 to $1,000,000 | 0.90% |
| $1,000,001 to $2,500,000 | 0.65% |
| $2,500,001 and above | 0.55% |
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KAPUSTA FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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