K2 Capital Asset Management, LLC

Broker-DealerFINRA Member
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 appears to be individually owned. Publicly available snapshot data classifies the firm as "Unclassified" and provides limited detail about its business model or client focus. The firm is not identified as a capital allocator, does not market itself as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. No descriptions of advisory activities, fee schedules, or target client segments were provided in the source data.

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