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
Website
k2cam.net

Firm profile

FINTRX

Overview

K2 Capital Asset Management, LLC is organized as a limited liability company and registered with the SEC in 2025. The firm is reported as individually owned and is classified in FINTRX as unclassified rather than under a specific adviser category. FINTRX indicates the firm does not identify as an active ESG investor, does not act as a capital allocator, and is not listed as a multi-state adviser, pension consultant, or related adviser.

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
  • Brian Bohnaker

    Owner & CEOCRD 1859029

  • Jeannette Gaston

    Jeannette Gaston

    Founder and CEOCRD 2500225

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