M2 CAPITAL ADVISORS

Legal name: M2 FINANCIAL LLC

CRD 288829File 801-135373

APPROVED

Retail clients

Disclosure events

Filing as of May 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$158.0M

Bottom 25% of cohort (national)

Discretionary AUM

$144.0M

Non-discretionary $14.0M

Clients

57 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Feb 19, 2026
Principal office: 27441 TOURNEY ROAD, SUITE 260, VALENCIA, CA, 91355
Phone: (661) 347-0202
Website: HTTPS://TWITTER.COM/M2_FINANCIAL

Assets & accounts

ADV Item 5F

Total regulatory AUM: $158.0M
Discretionary AUM: $144.0M
Non-discretionary AUM: $14.0M
Discretionary accounts: 49
Non-discretionary accounts: 8
Total accounts: 57
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$159K
Investment companies	2	$103.5M
Charitable organizations	Fewer than 5	$3.5M
High net worth individuals	11	$4.2M
Pension and profit sharing plans	5	$40.1M
Individuals (other than high net worth individuals)	36	$6.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11H1A
Q11H1B

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.