$199.6M Total AUM
$0 Disc. AUM
12.4% 3Y CAGR
4 Employees
236 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 08-29-2000
- Office Locations
- 1
Office Locations
110 Fort Couch Road, Suite 108 Pittsburgh PA
About Kapusta Financial Group
Kapusta Financial Group is a Pittsburgh-based advisory firm of CFP professionals providing comprehensive financial and retirement planning alongside ongoing wealth management and investment management for individuals and families. The firm builds diversified portfolios using vehicles such as ETFs, mutual funds, and fixed income, and primarily custodies assets with Charles Schwab.
Team overview
32 AVG AGE
$66.5M AVG AUM / ADVISOR
$845.8K AVG AUM / CLIENT
4.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Eagle Timber vector
CRM
Delta
Custodian
Optima Vital crest
Investment Themes
Vertex crest Capital momentum
Investment Vehicles
Harbor Optima prime
Platform
Value
Services
Capital Fusion Zenith unison Wave vital Harbor radial Insight
Technology
Bridge focus
Owner & Executives
RYAN MATTHEW SUESS
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5740389
- Ownership
- 75% or more
(419) 772-4209
oak.vital@embercapital.com
in linkedin.com/in/capital-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jillian M Gisoni
--
- CRD
- #7117517
(324) 724-1161
insight.pathway@optimacapital.com
in linkedin.com/in/matrix-eagle
Catherine Mary Kapusta
Financial Advisor, General Partner
- CRD
- #7021892
(966) 517-4829
peak.element@eaglecapital.com
in linkedin.com/in/beacon-fusion
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $199,605,506 | $205,567 |
| Total | $199,605,506 | $205,567 |
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Separately Managed Accounts
Total SMA Asset: $199,605,506
U.S. Government/Agency:
18.7% Public Funds:
22.9% Equity - Exchange:
26.2% Other:
9.8% Cash:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $323,196,794 | 18.7% |
| Public Funds | $395,786,448 | 22.9% |
| Equity - Exchange | $452,821,176 | 26.2% |
| Other | $169,375,860 | 9.8% |
| Cash | $387,144,823 | 22.4% |
| Total | $1,728,325,101 | 100.0% |