$191.6M Total AUM
$114.5M Disc. AUM
8.1% 3Y CAGR
10 Employees
398 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 05-30-2019
- Office Locations
- 1
Office Locations
233 South Glendora Avenue Glendora CA
About K2 Financial Inc.
K2 Financial Inc. is an independent advisory firm in Glendora, CA providing wealth management, investment management, and employee benefits consulting. The team delivers comprehensive retirement and financial planning—including estate, insurance, charitable giving, and tax planning—alongside portfolio management for a diverse client base. Works with custodians including Charles Schwab and SEI and emphasizes attentive, unbiased advice.
Team overview
42 AVG AGE
$24.0M AVG AUM / ADVISOR
$481.5K AVG AUM / CLIENT
5.2 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Peak Legacy
Client Personas
Fusion vertex
Custodian
Radial Value foundation Crest momentum Pioneer value
Investment Themes
Bridge Eagle delta
Investment Vehicles
Optima prime Bridge radial
Platform
Value beacon
Services
Matrix Quantum Harbor Unison Focus atlas Eagle North vector Zenith focus
Technology
Prime
Owner & Executives
KEVIN TAKUMI KURIMOTO
VICE PRESIDENT
- CRD
- #4619583
- Ownership
- 50% but less than 75%
(805) 320-4644
unison.ember@crestcapital.com
in linkedin.com/in/pioneer-matrix
TRAVIS JOHN BETTFREUND
Chief Compliance Officer, Secretary
- CRD
- #6700680
- Ownership
- 25% but less than 50%
(373) 459-3618
summit.delta@eaglecapital.com
in linkedin.com/in/signal-ridge
O
Oak alpha
Harbor catalyst
- CRD
- #32359
- Ownership
- 33.4%
(295) 805-5721
quantum.value@unisoncapital.com
in linkedin.com/in/element-radial
Showing 2 of 3 owners & executives
Unlock allContacts
Kyle Sterling Douthit
--
- CRD
- #7429370
(402) 445-3521
capital.pioneer@oakcapital.com
in linkedin.com/in/focus-alpha
JACOB T GORMAN
--
- CRD
- #7639671
(951) 894-8993
harbor.quantum@vectorcapital.com
in linkedin.com/in/fusion-beacon
F
Fusion insight
Vertex matrix
- CRD
- #66289
(517) 435-6109
north.ember@zenithcapital.com
in linkedin.com/in/foundation-unison
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,514,435 | $185,298 |
| Non-Discretionary | $77,133,207 | $118,849 |
| Total | $191,647,642 | $151,261 |
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Separately Managed Accounts
Total SMA Asset: $191,647,642
Public Funds:
23.3% U.S. Government/Agency:
19.4% Equity - Exchange:
11.2% Cash:
10.2% Corporate - Investment Grade:
11.6% Municipal Bonds:
18.3% Private Funds:
6.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,165,884,463 | 23.3% |
| U.S. Government/Agency | $970,736,420 | 19.4% |
| Equity - Exchange | $560,425,150 | 11.2% |
| Cash | $510,387,190 | 10.2% |
| Corporate - Investment Grade | $580,440,334 | 11.6% |
| Municipal Bonds | $915,694,664 | 18.3% |
| Private Funds | $300,227,759 | 6.0% |
| Total | $5,003,795,980 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION TIMBER | HORIZON BEACON | 2L75E6YOR | HVBDD | 1.18% | $75,461,438 |
| BRIDGE GLACIER | FUSION WAVE | 9PISHQYAP | OAHN | 10.87% | $115,347,471 |
| FOUNDATION ELEMENT | OAK ALPHA | PLE3I0BE0 | NIIY | 5.68% | $55,986,990 |
| MERIDIAN CAPITAL MOMENTUM | PATHWAY PRIME | H7LGCY3ZE | OBZU | 8.65% | $90,955,393 |
| PATHWAY ELEMENT VERTEX | VALUE PEAK | P1126K5F3 | EXVF | 1.80% | $77,137,070 |
| TIMBER CREST | ATLAS VALUE | 4GT4S7M7W | GLW | 11.20% | $57,349,916 |
| SIGNAL ATLAS | PRIME SIGNAL | 4EPB3SMFV | YCRLX | 4.46% | $70,143,432 |
| FUSION UNISON HARBOR | ZENITH FOUNDATION | KUMSJ1XK0 | CKSKQ | 7.61% | $40,422,380 |