T2 Asset Management, Llc
- Regulatory AUM
- $180M
- Discretionary
- $180M
- Clients
- 560
- Avg AUM / client
- $321K
- Accounts
- 850
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 550 | $140M | 77.8% |
| High net worth individuals | 10 | $40.0M | 22.2% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth Steven Tomko | Principal And Chief Compliance Officer. | CFA | May 2013 (13y) | 75% or more |
| Paul Edward Novak | Member | Mar 2015 (11y) | 5% – 10% | |
| Jonathan R Helton | Registered representative | Oct 2013 (13y) | ||
| James Richard Oswald | Registered representative | CFA | Feb 2015 (11y) | |
| Daniel Patrick Kuczero | Registered representative | May 2015 (11y) | ||
| David Christopher Heinle | Registered representative | CFP | Mar 2016 (10y) | |
| Vincent Rico Cione | Registered representative | Jan 2017 (10y) | ||
| Joseph Shane Contorno | Registered representative | Jan 2018 (9y) | ||
| Zachary Smith | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 895 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $180M (100% of AUM) Mar 2026
- Interactive Brokers $100K (0% of AUM) May 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗