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(Oaks, PA), with $164M and Charles Schwab & Co., Inc. (Westlake, TX), with $22.6M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does K2 Financial have?","answer":"K2 Financial has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does K2 Financial invest in?","answer":"At the end of its last fiscal year, K2 Financial’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds, 8% exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns K2 Financial?","answer":"K2 Financial’s direct owners are Kevin Kurimoto (50% to 75%), Allison Kapadia (25% to 50%) and Travis Bettfreund (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 21 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does K2 Financial get paid?","answer":"K2 Financial is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}