Kapusta Financial Group

Kapusta Financial Group (CRD# 123349) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $93,766,592 in 742 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    742
    ACCOUNTS
  • Average Account Value
    $126,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Kapusta Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
George M. Kapusta
CRD#: 1138012
110 Fort Couch Road, Suite 108, Pittsburgh, PA 15241
96
Wealthminder
score

George Kapusta (CRD# 1138012) is an Investment Advisor Representative working at Kapusta Financial Group in Pittsburgh, PA and has over 31 years of experience in the finance industry. George Kapusta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bridget M. Loutzenhiser
CRD#: 2369401
110 Fort Couch Road, Suite 108, Pittsburgh, PA 15241
96
Wealthminder
score

Bridget Loutzenhiser (CRD# 2369401) is an Investment Advisor Representative working at Kapusta Financial Group in Pittsburgh, PA and has over 16 years of experience in the finance industry. Bridget Loutzenhiser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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