K2 Financial Inc.
● SEC registered since 2021CRD 300913SEC# 801-120939Glendora, CA
Reg. AUM
$191.6M
Employees
10
Accounts
1,267
Location
Glendora, CA
K2 Financial Inc. assets under management
K2 Financial Inc. is an investment advisory firm registered with the SEC based in Glendora, CA. The firm has been registered since 2021. It reports $191.6 million in regulatory assets under management and employs 10 people.
K2 Financial Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Ranae Kapadia Control | President | 25-50% | 2023 |
| Kevin Takumi Kurimoto Control | Vice President | 50-75% | 2023 |
| Travis John Bettfreund Control | Chief Compliance Officer/Secretary | 25-50% | 2023 |
Frequently asked questions
How much does K2 Financial Inc. manage?
K2 Financial Inc. reports $191.6 million in regulatory assets under management on its Form ADV.
How many employees does K2 Financial Inc. have?
K2 Financial Inc. reports 10 employees.
Where is K2 Financial Inc. located?
K2 Financial Inc. is based in Glendora, CA and has been SEC-registered since 2021.
Does K2 Financial Inc. disclose fund performance?
K2 Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 233 South Glendora Avenue, Glendora, CA 91741 |
| Phone | 626-553-6113 |
| Fax | 626-389-4001 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2044711 |
| Discloses disciplinary history | No |
Regulatory AUM
$191.6M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$191.6Mregulatory AUM
Discretionary $114.5MNon-discretionary $77.1M