AUMdb
2C

2 K Capital L.L.C.

State-registered Wealth Manager · Boutique (under $100M) CRD 330872 ·
☆ Save with Pro ADV data as of Apr 21, 2024
Regulatory AUM
$5.1M
Discretionary
$5.1M
Clients
Avg AUM / client
Accounts
12
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $100K 1.96%
High net worth individuals Fewer than 5 clients $4.0M 78.4%
Pension and profit sharing plans Fewer than 5 clients $1.0M 19.6%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Karanjit Singh Kamboj Registered representative Apr 2024 (2y)

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)

FormPeriodSize
Form ADV (full filing) 04/21/2024 986 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
  • Other fees
  • FLAT FEE OF $3000 FOR ACCOUNTS BELOW $200,000

Services

  • Portfolio management for individuals/small businesses
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2024.

View current Form ADV (SEC/IAPD) ↗