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Kapusta Financial Group, Inc.

● SEC registered since 2018CRD 123349SEC# 801-113806Pittsburgh, PA
Export (members)
Reg. AUM
$168.6M
Employees
4
Accounts
989
Location
Pittsburgh, PA

Kapusta Financial Group, Inc. assets under management

Kapusta Financial Group, Inc. is an investment advisory firm registered with the SEC based in Pittsburgh, PA. The firm has been registered since 2018. It reports $168.6 million in regulatory assets under management and employs 4 people.
www.kapustafinancial.comView on SEC.gov ↗

Kapusta Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Bridget Margaret Loutzenhiser ControlPresident/Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Kapusta Financial Group, Inc. manage?

Kapusta Financial Group, Inc. reports $168.6 million in regulatory assets under management on its Form ADV.

How many employees does Kapusta Financial Group, Inc. have?

Kapusta Financial Group, Inc. reports 4 employees.

Where is Kapusta Financial Group, Inc. located?

Kapusta Financial Group, Inc. is based in Pittsburgh, PA and has been SEC-registered since 2018.

Does Kapusta Financial Group, Inc. disclose fund performance?

Kapusta Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 Fort Couch Road, Suite 108, Pittsburgh, PA 15241
Phone412-851-1400
Fax412-851-1403
Office hoursM-Th 8a.m. - 5p.m.; Fri - 8a.m. - 430p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$168.6M
Total (RAUM)$168.6M