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JM2 CAPITAL INC.
CRD 292351File 801-124810
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$238.4M
Below cohort median (national)
Discretionary AUM
$238.4M
Clients
70
211 accounts
Employees
8
Below cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 3, 2022
- Principal office
- 16340 MUIRFIELD PLACE, EDMOND, OK, 73013
- Phone
- (405) 285-2878
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $238.4M
- Discretionary AUM
- $238.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 211
- Non-discretionary accounts
- 0
- Total accounts
- 211
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $43.2M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 41 | $183.4M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 29 | $11.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.