Kapusta Financial Group

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Client assets under management

$199,536,097

Clients

205

32% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$973,347

About

Kapusta Financial Group provides financial planning and investment advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations. The firm offers comprehensive financial planning, retirement and estate planning, investment consulting, planning‑by‑module and non‑discretionary portfolio management for roughly $200 million in client assets across about 200 client relationships.

The firm delivers individualized, non‑discretionary advice by developing client profiles and asset‑allocation models that incorporate goals, risk tolerance, tax considerations and liquidity needs, typically using Modern Portfolio Theory and a mix of mutual funds, ETFs, fixed income and individual securities. Research sources named in the brochure include Morningstar and Standard & Poor’s, reviews of managed accounts occur at least quarterly, and the firm routinely recommends a major custodian for execution and custody services.

Distinctive features in the brochure include the firm’s management of nearly all assets on a non‑discretionary basis and its use of standing letters of authorization for third‑party transfers—arrangements that are less common among supported peers. The brochure also discloses operational use of AI for client‑service tasks and indicates the firm uses third‑party ratings, endorsements and client testimonials in its advertising, which are statistically uncommon practices for firms in this category.

Client services

Financial planning Portfolio management Retirement planning; consulting services

Expertise

General retirement planning

Fee options

Fixed

Fixed project fees not to exceed $5,000 for financial planning and related services

Percentage

$0 - $250,000: 1.15% $250,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.65% $2,500,001+: 0.55%

Project-based

Up to $250 per hour for advisory services other than investment management

Other

Account minimum: $100,000 (may be waived at discretion or met through householding) Fee-only: Hourly fees up to $250 per hour; Fixed project fees up to $5,000

Main office location

Kapusta Financial Group

110 Fort Couch Road, Suite 108

Pittsburgh PA 15241, United States

Number of offices

Most active in

Florida · Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 412-851-1400

Advisors at this firm

Ryan S

CFP®, Series 63, Series 66

Pittsburgh, PA

Kapusta Financial Group

Ryan Suess is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Kapusta Financial Group in Pittsburgh, PA. His prior roles include positions at Alight Financial Solutions and Scottrade Inc. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm focuses on individualized, non-discretionary advice using asset-allocation models that consider client goals, risk tolerance, tax factors, and liquidity needs.

General retirement planning

Jillian G

Series 63, Series 65

Pittsburgh, PA

Kapusta Financial Group

Jillian Gisoni is a financial advisor at Kapusta Financial Group in Pittsburgh, PA, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior roles include positions at Santori & Peters, Fortune Financial Services, and Northwestern Mutual Investment Services LLC. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers individualized, non-discretionary advice with a focus on client profiles and asset-allocation models that incorporate goals, risk tolerance, tax considerations, and liquidity needs.

General retirement planning

Catherine K

Series 65

Pittsburgh, PA

Kapusta Financial Group

Catherine Kapusta is a financial advisor at Kapusta Financial Group in Pittsburgh, PA, holding a Series 65 designation with seven years of industry experience. She has been with Kapusta Financial Group since 2014. Kapusta Financial Group provides financial planning and investment advisory services to individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets across about 200 relationships, offering non-discretionary advice based on client profiles and asset-allocation models that incorporate goals, risk tolerance, tax considerations, and liquidity needs.

General retirement planning

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