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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 05-30-2019
- Office Locations
- 1
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN TAKUMI KURIMOTO
VICE PRESIDENT
- CRD
- #4619583
- Ownership
- 50% but less than 75%
TRAVIS JOHN BETTFREUND
Chief Compliance Officer, Secretary
- CRD
- #6700680
- Ownership
- 25% but less than 50%
Oak alpha
Harbor catalyst
- CRD
- #32359
- Ownership
- 33.4%
Showing 2 of 3 owners & executives
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Kyle Sterling Douthit
Financial Advisor
- CRD
- #7429370
JACOB T GORMAN
Financial Advisor
- CRD
- #7639671
Fusion insight
Vertex matrix
- CRD
- #66289
Showing 2 of 8 contacts
Unlock allAssets Under Management
| 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
| 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 |