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JM2 CAPITAL INC.
CRD 292351 · SEC 801-124810
16340 MUIRFIELD PLACE, EDMOND, OK, 73013, United States
Phone
(405) 285-2878
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.4M
Discretionary AUM
$238.4M
Team
8 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $11.9M |
| High net worth individuals | 41 | $183.4M |
States served
OK, TX
All web addresses on file
Official SEC filing: View on IAPD