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 registered as a limited liability company and is listed as an SEC-registered adviser with an indicated registration year of 2025. Ownership is held by an individual and the firm is categorized as unclassified in the available snapshot. The profile flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The snapshot contains minimal public detail about the firm's business model: fields for client base, fee structure, business activities and advisory activities are blank in the data provided. Those omissions leave the firm's investment focus, target clients and fee arrangements undocumented in the available record.

Assets & Accounts

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