K2 Capital Asset Management, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Hauppauge, New York
CRD number
328298
Registered since
January 6, 2025

Firm profile

FINTRX

Overview

K2 Capital Asset Management, LLC is an SEC-registered limited liability company that appears in public filings with a registration year of 2025. The firm is owned by an individual and is categorized in the source data as "Unclassified" for adviser type. The public profile indicates the firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include descriptions of the firm's advisory services, fee schedule, target client types, or investment focus.

Assets & Accounts

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

Owners & executives

2 of 2
  • Jeannette Gaston

    Jeannette Gaston

    Founder and CEOCRD 2500225

  • Brian Bohnaker

    Owner & CEOCRD 1859029

Contacts

2 of 2
  • Jason Zahtila

    Vice PresidentCRD 4009691

  • William Wojtusiak

    Financial ProfessionalCRD 5070010

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hauppauge, NY

Suffolk

Location

Hauppauge, NY

Headquartered in Hauppauge, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
150 Motor Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth