M2 CAPITAL ADVISORS
Firm details
- Headquarters
- VALENCIA, California
- CRD number
- 288829
- Registered since
- February 19, 2026
- Custodians
- AXOS CLEARING LLC, MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies65.48%
- Pension & Profit Sharing Plans25.37%
- Individuals4.2%
- HNWI2.63%
- Charitable Organizations2.21%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
M2 Capital Advisors is a limited liability company that serves both individual/family and institutional clients on a percentage-of-AUM fee model. The firm is organized as an individually owned capital allocator and reports advisory services that include portfolio management for individuals and small businesses, management for investment companies and pooled vehicles, and the selection of other advisers. The firm does not identify as an active ESG investor, is not multi-state registered, and does not list pension consulting or related-adviser relationships in its profile. The snapshot shows SEC registration in 2026.
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds31%
- Private Funds5%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
1 of 1EDWARD KEILEY
Chief Compliance and Operations OfficerCRD 2187781
Contacts
2 of 2NORMAN MEREMS
Investment Adviser RepresentativeCRD 1341574
MARK MACARTHUR
President and FounderCRD 2411397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VALENCIA, CA
LOS ANGELES
Location
VALENCIA, CA
Headquartered in VALENCIA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 27441 Tourney Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
RIAVALENCIA, CA
FINANCIAL SECURITY SOLUTIONS, CORP.
RIAVALENCIA, CA
EAGLE WEALTH MANAGEMENT GROUP INC.
RIAVALENCIA, CA
WEALTH PLANNING GROUP, INC.
RIAVALENCIA, CA
PROSPERITAS FINANCIAL, LLC
RIAVALENCIA, CA
AVINCI WEALTH MANAGEMENT, INC.
RIAVALENCIA, CA