K2 CAPITAL ADV, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DOWAGIAC, Michigan
CRD number
318055
Registered since
January 29, 2023

Firm profile

FINTRX

Overview

K2 Capital Adv, LLC is organized as a limited liability company and is registered with the SEC (registration year 2023). The firm is listed as having domestic entity and individual ownership and is not classified under a specific adviser subtype in the available dataset. It is not identified as a capital allocator, does not market itself as an active ESG investor, and is not flagged as a multi-state or pension consultant adviser in the record. The firm’s public profile includes roles as a sponsor and general partner, indicating direct involvement in pooled investment vehicles rather than only providing third‑party investment selection or placement services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • KEVIN KENEFICK

    DirectorCRD 6382803

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DOWAGIAC, MI

CASS

Location

DOWAGIAC, MI

Headquartered in DOWAGIAC, MI, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.

Metro area
South Bend-Elkhart-Mishawaka, IN-MI
Region
Midwest
County
CASS
Address
415 E Pr Ronde 505 St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth