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 an independent registered investment adviser organized as a corporation that works primarily with individual and family clients on a fee‑based (percentage of AUM) model. The firm is SEC‑registered, first registering in 2022, and describes its advisory services as direct portfolio management for individuals and small businesses along with the selection and oversight of other advisers. JM2 acts as a capital allocator, blending in-house portfolio management with access to third‑party managers where appropriate. The firm does not identify as an active ESG investor and operates from a single office.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$58.4M in ETFs
87%
$50.6M
11%
$7.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $6.7M | 53,202 | 11.44% |
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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