KAPUSTA FINANCIAL GROUP

Overview

Kapusta Financial Group is an independent registered investment adviser that focuses on comprehensive financial planning and portfolio management for individuals, families and small business owners. The firm structures client work with a clear income-orientation: fixed-income securities, particularly U.S. government bonds, make up the largest slice of its invested assets. Kapusta Financial Group operates primarily as a non-discretionary manager, meaning clients retain decision authority while the adviser provides planning, model allocations and trade recommendations. The firm uses a mix of fee arrangements — percentage of assets under management, hourly charges and fixed fees — allowing flexibility across planning engagements and ongoing portfolio relationships. Kapusta Financial Group does not position itself as an ESG specialist and is not a multi-state adviser. It is organized as a corporation, owned by an individual, and has been SEC-registered since 2018.

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Location & Offices