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President · K2 Financial Inc.

Allison R. Kapadia

CRD 6624083 · Named on Form ADV at one SEC-registered adviser

At a glance

K2 Financial Inc., an SEC-registered wealth manager based in Glendora, CA with $192 million in regulatory assets, lists Allison R. Kapadia on its Form ADV as President, a control person.

Firms and roles

  • K2 Financial Inc.PresidentWealth manager · Glendora, CA · $192M in regulatory assets

AtlasMembers

Allison’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allison’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.