JM2 CAPITAL INC.
Firm details
- Headquarters
- EDMOND, Oklahoma
- CRD number
- 292351
- Registered since
- May 3, 2022
- Website
- www.jm2capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.9%
- Charitable Organizations18.1%
- Individuals5%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
JM2 Capital Inc. is a corporate, SEC-registered investment adviser that works primarily with individual and family clients. The firm registered with the SEC in 2022 and charges clients on a percentage-of-assets-under-management basis. Its advisory work focuses on portfolio management for individuals and small businesses and on selecting other advisers or external managers. JM2 Capital identifies itself as a capital allocator rather than an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities45%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1CAMERON TURNER
Chief Investment OfficerCRD 2719020
Contacts
2 of 2Samuel Youngs
Director of ComplianceCRD 8151952
Casey Morford
Operations ManagerCRD 7799515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$50.2M in ETFs
88%
$44.3M
11%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $4.7M | 6,672 | 9.27% |
Location
EDMOND, OK
OKLAHOMA
Location
EDMOND, OK
Headquartered in EDMOND, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 16340 Muirfield Pl
- Time zone
- CT (UTC-6)
- Office locations
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