DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KAPUSTA FINANCIAL GROUP

KAPUSTA FINANCIAL GROUP, INC., CRD 123349

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ac85437-2382-d7e0-5fc6-53ea3358a592

Data as of Jul 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 7, 2012 to Jul 13, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $200MItem 5.F on the latest filing (2026-07-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $200MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $66.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 971
Individual clients: 140
High net worth clients: 65
Custody, client assets: $176M
SEC number: 801-113806
CRD: 123349
Filings on the tape: 14
First filed: Mar 7, 2012
Latest filed: Jul 13, 2026
Organised: Corporation, PA
Website: kapustafinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Catherine Mary Kapusta	n/a	PITTSBURGH, PA	8	12	n/a	no
RYAN MATTHEW SUESS	Certified Financial Planner	PITTSBURGH, PA	5	13	2	no
Jillian M Gisoni	Certified Financial Planner	PITTSBURGH, PA	1	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LOUTZENHISER, BRIDGET, MARGARET	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	05/2022	May 10, 2022	Mar 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 23, 2026	$200M	$0	4	3	0	n/a	n/a
2024	Mar 6, 2025	$169M	$0	4	3	0	n/a	n/a
2023	Mar 7, 2024	$151M	$0	4	3	0	n/a	n/a
2022	Feb 22, 2023	$142M	$0	4	3	0	n/a	n/a
2021	Mar 10, 2022	$145M	$0	5	4	0	n/a	n/a
2020	Feb 26, 2021	$134M	$0	4	3	0	n/a	n/a
2019	Mar 16, 2020	$126M	$0	4	3	0	n/a	n/a
2018	Mar 19, 2019	$110M	$0	4	3	0	n/a	n/a
2011	Mar 7, 2012	$57.7M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$200M	$169M	18.4%	$142M	12.0%	4	4	0	0

Relationships

Registered with (3)

← Jillian M GisoniAdvisorregistration: current employment
Jun 4, 2025 to presentfactForm ADV
← RYAN MATTHEW SUESSAdvisorregistration: current employment
Mar 19, 2021 to presentfactForm ADV
← Catherine Mary KapustaAdvisorregistration: current employment
Sep 18, 2018 to presentfactForm ADV

Controls (1)

← LOUTZENHISER, BRIDGET, MARGARETOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 10, 2022 to Mar 7, 2024factForm ADV

Dated events

Occurred
May 10, 2022
Control person left
Michael George Kapusta (President/Chief Compliance Officer) no longer on Schedule A of Kapusta Financial Group (listed 2022-03-10, absent 2022-05-10)
Form ADVobserved 5 days ago
Occurred
May 10, 2022
Control person joined
Margaret Bridget Loutzenhiser (President/Chief Compliance Officer) appeared on Schedule A of Kapusta Financial Group
Form ADVobserved 5 days ago
Occurred
Jul 10, 2018
First Form ADV filing
Kapusta Financial Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ac85437-2382-d7e0-5fc6-53ea3358a592
First observed: Mar 7, 2012
Last observed: Jul 13, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KAPUSTA FINANCIAL GROUP

KAPUSTA FINANCIAL GROUP, INC., CRD 123349

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ac85437-2382-d7e0-5fc6-53ea3358a592

Data as of Jul 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Catherine Mary Kapusta

n/a

PITTSBURGH, PA

n/a

RYAN MATTHEW SUESS

Certified Financial Planner

PITTSBURGH, PA

Jillian M Gisoni

Certified Financial Planner

PITTSBURGH, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOUTZENHISER, BRIDGET, MARGARET

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

05/2022

May 10, 2022

Mar 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 23, 2026

$200M

n/a

2024

Mar 6, 2025

$169M

n/a

2023

Mar 7, 2024

$151M

n/a

2022

Feb 22, 2023

$142M

n/a

2021

Mar 10, 2022

$145M

n/a

2020

Feb 26, 2021

$134M

n/a

2019

Mar 16, 2020

$126M

n/a

2018

Mar 19, 2019

$110M

n/a

2011

Mar 7, 2012

$57.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$200M

$169M

18.4%

$142M

12.0%