K2 Financial Inc.
K2 Financial Inc. is an SEC-registered mass-market adviser in Glendora, CA with $191.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns K2 Financial Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300913, SEC 801-120939, data through 2026-03-21.
- AUM (assets under management / regulatory AUM)
- $191.6M (2026-03-21)
- Firm type
- Mass-Market Adviser
- Location
- Glendora, CA
- Employees
- 10
- Clients
- 393
- CRD
- 300913
- Ownership
- KRELLWITZ, JONATHAN, KYLE; KURIMOTO, KEVIN, TAKUMI; Kapadia, Allison, Ranae; BETTFREUND, TRAVIS, JOHN; Bettfreund, Travis
How much AUM does K2 Financial Inc. have?
K2 Financial Inc. reported $191.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-21).
Who owns K2 Financial Inc.?
Disclosed owners and executives of K2 Financial Inc. include KRELLWITZ, JONATHAN, KYLE, KURIMOTO, KEVIN, TAKUMI, Kapadia, Allison, Ranae, BETTFREUND, TRAVIS, JOHN, Bettfreund, Travis. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.