Catherine Mary Kapusta
Investment adviser representative at Kapusta Financial Group
12 yearsExperience
1 stateRegistered in
$199.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Kapusta Financial GroupMay 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kapusta Financial Group
Legal name: Kapusta Financial Group, Inc.
$199.6MAssets managed
207Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7021892
- Firm CRD
- 123349