KAPUSTA FINANCIAL GROUP, INC.
Legal name: KAPUSTA FINANCIAL GROUP
CRD #123349 SEC #801-113806 PITTSBURGH, PA 412-851-1400
SEC Registered
Total AUM
$168.6M
Discretionary
$0
Employees
4
Clients
10
Accounts
989
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $168.6M | $0 | $168.6M | 4 | 27 |
| Mar 2024 | $150.7M | $0 | $150.7M | 4 | 24 |
| Feb 2023 | $142M | $0 | $142M | 4 | 22 |
| May 2022 | $144.8M | $0 | $144.8M | 4 | 23 |
| Mar 2022 | $144.8M | $0 | $144.8M | 5 | 23 |
| Feb 2021 | $133.7M | $0 | $133.7M | 4 | 30 |
| Jun 2020 | $126.4M | $0 | $126.4M | 4 | 34 |
| Mar 2020 | $126.4M | $0 | $126.4M | 4 | 34 |
| Mar 2019 | $110.2M | $0 | $110.2M | 4 | 22 |
| Jul 2018 | $110.8M | $0 | $110.8M | 5 | 22 |
| Mar 2012 | $57.7M | $0 | $57.7M | 1 | 200 |
| Mar 2012 | $57.7M | $0 | $57.7M | 1 | 200 |
| Mar 2010 | $53.3M | $0 | $53.3M | 5 | -- |
| Mar 2009 | $55.4M | $0 | $55.4M | 5 | -- |
| Apr 2007 | $49.1M | $0 | $49.1M | 5 | -- |
DateMar 2025
Total AUM$168.6M
Discretionary$0
Non-Disc.$168.6M
Employees4
Clients27
DateMar 2024
Total AUM$150.7M
Discretionary$0
Non-Disc.$150.7M
Employees4
Clients24
DateFeb 2023
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees4
Clients22
DateMay 2022
Total AUM$144.8M
Discretionary$0
Non-Disc.$144.8M
Employees4
Clients23
DateMar 2022
Total AUM$144.8M
Discretionary$0
Non-Disc.$144.8M
Employees5
Clients23
DateFeb 2021
Total AUM$133.7M
Discretionary$0
Non-Disc.$133.7M
Employees4
Clients30
DateJun 2020
Total AUM$126.4M
Discretionary$0
Non-Disc.$126.4M
Employees4
Clients34
DateMar 2020
Total AUM$126.4M
Discretionary$0
Non-Disc.$126.4M
Employees4
Clients34
DateMar 2019
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees4
Clients22
DateJul 2018
Total AUM$110.8M
Discretionary$0
Non-Disc.$110.8M
Employees5
Clients22
DateMar 2012
Total AUM$57.7M
Discretionary$0
Non-Disc.$57.7M
Employees1
Clients200
DateMar 2012
Total AUM$57.7M
Discretionary$0
Non-Disc.$57.7M
Employees1
Clients200
DateMar 2010
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees5
Clients--
DateMar 2009
Total AUM$55.4M
Discretionary$0
Non-Disc.$55.4M
Employees5
Clients--
DateApr 2007
Total AUM$49.1M
Discretionary$0
Non-Disc.$49.1M
Employees5
Clients--