# K2 FINANCIAL INC.

K2 FINANCIAL INC. of GLENDORA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 300913
- Type: SEC-registered investment adviser
- SEC file number: 801-120939
- Location: 233 SOUTH GLENDORA AVENUE, GLENDORA, CA, 91741
- Phone: 626-553-6113
- Latest filing: 2026-03-21
- Regulatory AUM: $191.6M
- Discretionary AUM: $114.5M
- Non-discretionary AUM: $77.1M
- Clients: 10
- Accounts: 1,267

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Takumi Kurimoto | VICE PRESIDENT | — |
| Allison Ranae Kapadia | PRESIDENT | — |
| Travis John Bettfreund | CHIEF COMPLIANCE OFFICER/SECRETARY | — |
| KRELLWITZ JONATHAN KYLE | MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| KURIMOTO KEVIN TAKUMI | CHIEF INVESTMENT OFFICER; MANAGING PARTNER; MANAGING PARTNER AND CHIEF INVESTMENT OFFICER (+1 more) | — |
| Kapadia Allison Ranae | MANAGING DIRECTOR; MANAGING PARTNER; PRESIDENT | — |
| Bettfreund Travis | CHIEF COMPLIANCE OFFICER | — |
| Colletta Nicholas Michael | CHIEF INVESTMENT OFFICER | — |
| BETTFREUND TRAVIS JOHN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING PARTNER; CHIEF COMPLIANCE OFFICER/SECRETARY | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (909) 394-7678 |
| — | — | 1 | (909) 394-7678 |
| — | — | 1 | (909) 394-7678 |
| — | — | 1 | (909) 394-7678 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300913/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300913/similar
- Related entities: https://search.stillhousedata.com/firm/300913/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300913

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.