Kapusta Financial Group

Overview

Kapusta Financial Group is an independent, SEC-registered registered investment adviser formed in 2018 and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management services geared toward individuals and small businesses. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Kapusta is not a capital allocator and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices