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KAPUSTA FINANCIAL GROUP
KAPUSTA FINANCIAL GROUP, INC.
CRD 123349 · SEC 801-113806
110 FORT COUCH ROAD, SUITE 108, PITTSBURGH, PA, 15241, United States
Phone
412-851-1400
Fax
412-851-1403
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.6M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps; 29 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)RETIREMENT PLANNING; CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $58.6M |
| High net worth individuals | 65 | $141.0M |
| Charitable organizations | 2 | $69K |
States served
PA, FL
All web addresses on file
Official SEC filing: View on IAPD