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 is registered with the SEC in 2025. The firm is owned by an individual and is classified in available records as "unclassified." Reported attributes indicate K2 Capital does not operate as a capital allocator and is not identified as an active ESG investor. It is also listed as not being a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The firm did not provide details about its client segments, fee schedules, specific business activities, or the nature of its advisory services in the provided data. Those gaps limit what can be said about its target market, service model, or investment process beyond the structural and regulatory flags noted above.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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